SHJ
Sharkey, Howes & Javer’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-721
| Closed | -$99K | – | 104 |
|
|
2019
Q2 | $99K | Hold |
721
| – | – | 0.04% | 85 |
|
|
2019
Q1 | $102K | Hold |
721
| – | – | 0.05% | 84 |
|
|
2018
Q4 | $82K | Buy |
721
+311
| +76% | +$35.4K | 0.05% | 87 |
|
|
2018
Q3 | $62K | Hold |
410
| – | – | 0.03% | 103 |
|
|
2018
Q2 | $57K | Hold |
410
| – | – | 0.03% | 98 |
|
|
2018
Q1 | $62K | Hold |
410
| – | – | 0.04% | 81 |
|
|
2017
Q4 | $63K | Hold |
410
| – | – | 0.04% | 79 |
|
|
2017
Q3 | $61K | Hold |
410
| – | – | 0.03% | 82 |
|
|
2017
Q2 | $63K | Sell |
410
-17
| -4% | -$2.61K | 0.04% | 76 |
|
|
2017
Q1 | $74K | Hold |
427
| – | – | 0.04% | 75 |
|
|
2016
Q4 | $71K | Hold |
427
| – | – | 0.04% | 78 |
|
|
2016
Q3 | $68K | Hold |
427
| – | – | 0.04% | 79 |
|
|
2016
Q2 | $65K | Hold |
427
| – | – | 0.04% | 82 |
|
|
2016
Q1 | $65K | Hold |
427
| – | – | 0.05% | 81 |
|
|
2015
Q4 | $59K | Sell |
427
-170
| -28% | -$23.5K | 0.04% | 82 |
|
|
2015
Q3 | $88K | Sell |
597
-1,435
| -71% | -$212K | 0.07% | 64 |
|
|
2015
Q2 | $331K | Sell |
2,032
-100
| -5% | -$16.3K | 0.25% | 18 |
|
|
2015
Q1 | $342K | Buy |
+2,132
| New | +$342K | 0.22% | 29 |
|