SIM
Sigma Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,120
| Closed | -$213K | – | 30 |
|
|
2014
Q3 | $213K | Hold |
1,120
| – | – | 0.15% | 24 |
|
|
2014
Q2 | $203K | Hold |
1,120
| – | – | 0.14% | 26 |
|
|
2014
Q1 | $216K | Sell |
1,120
-40
| -3% | -$7.71K | 0.15% | 26 |
|
|
2013
Q4 | $218K | Hold |
1,160
| – | – | 0.15% | 23 |
|
|
2013
Q3 | $214K | Hold |
1,160
| – | – | 0.15% | 24 |
|
|
2013
Q2 | $222K | Buy |
+1,160
| New | +$222K | 0.17% | 23 |
|