ShoreHaven Wealth Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$219K	Buy	+743	New	+$219K	0.09%	93
2021 Q2	–	Sell	-924	Closed	-$117K	–	142
2021 Q1	$117K	Buy	924 +267	+41%	+$33.8K	0.06%	79
2020 Q4	$79K	Buy	+657	New	+$79K	0.04%	92