SA
SL Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,293
| Closed | -$505K | – | 53 |
|
|
2017
Q4 | $505K | Sell |
3,293
-662
| -17% | -$102K | 0.86% | 47 |
|
|
2017
Q3 | $574K | Buy |
3,955
+10
| +0.3% | +$1.45K | 0.26% | 48 |
|
|
2017
Q2 | $607K | Sell |
3,945
-21
| -0.5% | -$3.23K | 0.31% | 47 |
|
|
2017
Q1 | $691K | Sell |
3,966
-4
| -0.1% | -$697 | 0.39% | 45 |
|
|
2016
Q4 | $659K | Sell |
3,970
-147
| -4% | -$24.4K | 0.44% | 43 |
|
|
2016
Q3 | $651K | Sell |
4,117
-2,862
| -41% | -$453K | 0.52% | 48 |
|
|
2016
Q2 | $1.06M | Buy |
+6,979
| New | +$1.06M | 0.98% | 29 |
|