SFM
Signature Financial Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $681K | Sell |
5,994
-710
| -11% | -$80.7K | 0.16% | 59 |
|
|
2018
Q3 | $1.01M | Hold |
6,704
| – | – | 0.18% | 57 |
|
|
2018
Q2 | $936K | Buy |
6,704
+3,400
| +103% | +$475K | 0.2% | 57 |
|
|
2018
Q1 | $507K | Buy |
3,304
+336
| +11% | +$51.6K | 0.11% | 83 |
|
|
2017
Q4 | $455K | Sell |
2,968
-1,509
| -34% | -$231K | 0.12% | 76 |
|
|
2017
Q3 | $585K | Buy |
4,477
+182
| +4% | +$23.8K | 0.18% | 75 |
|
|
2017
Q2 | $660K | Buy |
4,295
+879
| +26% | +$135K | 0.21% | 63 |
|
|
2017
Q1 | $595K | Hold |
3,416
| – | – | 0.19% | 65 |
|
|
2016
Q4 | $567K | Hold |
3,416
| – | – | 0.21% | 62 |
|
|
2016
Q3 | $544K | Hold |
3,416
| – | – | 0.22% | 58 |
|
|
2016
Q2 | $519K | Hold |
3,416
| – | – | 0.24% | 54 |
|
|
2016
Q1 | $517K | Sell |
3,416
-100
| -3% | -$15.1K | 0.25% | 56 |
|
|
2015
Q4 | $485K | Sell |
3,516
-343
| -9% | -$47.3K | 0.24% | 54 |
|
|
2015
Q3 | $559K | Buy |
3,859
+839
| +28% | +$122K | 0.34% | 41 |
|
|
2015
Q2 | $492K | Sell |
3,020
-192
| -6% | -$31.3K | 0.32% | 43 |
|
|
2015
Q1 | $515K | Buy |
3,212
+234
| +8% | +$37.5K | 0.33% | 38 |
|
|
2014
Q4 | $478K | Buy |
2,978
+259
| +10% | +$41.6K | 0.33% | 39 |
|
|
2014
Q3 | $516K | Sell |
2,719
-565
| -17% | -$107K | 0.37% | 38 |
|
|
2014
Q2 | $596K | Buy |
3,284
+270
| +9% | +$49K | 0.45% | 35 |
|
|
2014
Q1 | $579K | Buy |
3,014
+86
| +3% | +$16.5K | 0.5% | 33 |
|
|
2013
Q4 | $550K | Hold |
2,928
| – | – | 0.43% | 36 |
|
|
2013
Q3 | $543K | Hold |
2,928
| – | – | 0.48% | 32 |
|
|
2013
Q2 | $558K | Buy |
+2,928
| New | +$558K | 0.38% | 31 |
|