SSWM
Sheets Smith Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,269
| Closed | -$221K | – | 302 |
|
|
2017
Q1 | $221K | Buy |
1,269
+21
| +2% | +$3.66K | 0.06% | 271 |
|
|
2016
Q4 | $207K | Buy |
+1,248
| New | +$207K | 0.06% | 261 |
|
|
2016
Q1 | – | Sell |
-1,988
| Closed | -$274K | – | 248 |
|
|
2015
Q4 | $274K | Buy |
1,988
+21
| +1% | +$2.9K | 0.08% | 192 |
|
|
2015
Q3 | $285K | Buy |
1,967
+222
| +13% | +$32.1K | 0.1% | 164 |
|
|
2015
Q2 | $284K | Buy |
1,745
+216
| +14% | +$35.2K | 0.08% | 193 |
|
|
2015
Q1 | $245K | Sell |
1,529
-259
| -14% | -$41.5K | 0.07% | 208 |
|
|
2014
Q4 | $287K | Buy |
1,788
+90
| +5% | +$14.4K | 0.07% | 199 |
|
|
2014
Q3 | $322K | Hold |
1,698
| – | – | 0.09% | 188 |
|
|
2014
Q2 | $308K | Sell |
1,698
-56
| -3% | -$10.2K | 0.08% | 200 |
|
|
2014
Q1 | $338K | Buy |
1,754
+52
| +3% | +$10.1K | 0.09% | 193 |
|
|
2013
Q4 | $319K | Sell |
1,702
-4
| -0.2% | -$717 | 0.09% | 205 |
|
|
2013
Q3 | $316K | Sell |
1,706
-30
| -2% | -$5.67K | 0.1% | 196 |
|
|
2013
Q2 | $332K | Buy |
+1,736
| New | +$332K | 0.11% | 192 |
|