Smith Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $453K | Hold |
3,891
| – | – | 0.28% | 57 |
|
|
2020
Q2 | $449K | Buy |
3,891
+29
| +0.8% | +$3.35K | 0.3% | 55 |
|
|
2020
Q1 | $410K | Buy |
3,862
+52
| +1% | +$5.52K | 0.31% | 54 |
|
|
2019
Q4 | $488K | Sell |
3,810
-145
| -4% | -$18.6K | 0.31% | 50 |
|
|
2019
Q3 | $550K | Buy |
3,955
+145
| +4% | +$20.2K | 0.4% | 45 |
|
|
2019
Q2 | $502K | Sell |
3,810
-146
| -4% | -$19.2K | 0.37% | 48 |
|
|
2019
Q1 | $534K | Buy |
3,956
+314
| +9% | +$42.4K | 0.42% | 44 |
|
|
2018
Q4 | $396K | Buy |
+3,642
| New | +$396K | 0.32% | 48 |
|