Sierra Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,100
| Closed | -$155K | – | 356 |
|
2022
Q4 | $155K | Hold |
1,100
| – | – | 0.03% | 197 |
|
2022
Q3 | $131K | Sell |
1,100
-613
| -36% | -$73K | 0.02% | 206 |
|
2022
Q2 | $242K | Buy |
1,713
+1,100
| +179% | +$155K | 0.04% | 175 |
|
2022
Q1 | $80K | Hold |
613
| – | – | 0.01% | 310 |
|
2021
Q4 | $82K | Sell |
613
-28
| -4% | -$3.75K | 0.01% | 312 |
|
2021
Q3 | $85K | Hold |
641
| – | – | 0.01% | 280 |
|
2021
Q2 | $90K | Hold |
641
| – | – | 0.02% | 260 |
|
2021
Q1 | $82K | Buy |
+641
| New | +$82K | 0.02% | 254 |
|