Shine Investment Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $274K | Buy |
2,355
+559
| +31% | +$65K | 0.09% | 110 |
|
|
2020
Q2 | $207K | Hold |
1,796
| – | – | 0.08% | 117 |
|
|
2020
Q1 | $190K | Sell |
1,796
-90
| -5% | -$9.52K | 0.09% | 115 |
|
|
2019
Q4 | $242K | Buy |
1,886
+342
| +22% | +$43.9K | 0.1% | 113 |
|
|
2019
Q3 | $215K | Hold |
1,544
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $204K | Sell |
1,544
-104
| -6% | -$13.7K | 0.09% | 115 |
|
|
2019
Q1 | $222K | Buy |
1,648
+104
| +7% | +$14K | 0.1% | 107 |
|
|
2018
Q4 | $168K | Buy |
1,544
+1,167
| +310% | +$127K | 0.08% | 119 |
|
|
2018
Q3 | $54K | Hold |
377
| – | – | 0.03% | 280 |
|
|
2018
Q2 | $50K | Hold |
377
| – | – | 0.03% | 309 |
|
|
2018
Q1 | $55K | Hold |
377
| – | – | 0.03% | 280 |
|
|
2017
Q4 | $55K | Hold |
377
| – | – | 0.03% | 288 |
|
|
2017
Q3 | $52K | Buy |
377
+129
| +52% | +$17.8K | 0.03% | 286 |
|
|
2017
Q2 | $36K | Buy |
+248
| New | +$36K | 0.02% | 338 |
|