SHA
Smith Hayes Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $6.34M | Buy |
41,827
+2,004
| +5% | +$304K | 1.29% | 13 |
|
|
2015
Q4 | $5.48M | Sell |
39,823
-6,110
| -13% | -$841K | 1.15% | 15 |
|
|
2015
Q3 | $6.65M | Buy |
45,933
+362
| +0.8% | +$52.4K | 1.44% | 9 |
|
|
2015
Q2 | $7.41M | Buy |
45,571
+5,999
| +15% | +$976K | 1.47% | 9 |
|
|
2015
Q1 | $6.35M | Buy |
39,572
+5,230
| +15% | +$839K | 1.26% | 12 |
|
|
2014
Q4 | $5.51M | Buy |
34,342
+3,341
| +11% | +$536K | 1.15% | 13 |
|
|
2014
Q3 | $5.89M | Buy |
31,001
+54
| +0.2% | +$10.3K | 1.38% | 11 |
|
|
2014
Q2 | $5.61M | Buy |
30,947
+1,809
| +6% | +$328K | 1.32% | 14 |
|
|
2014
Q1 | $5.61M | Buy |
29,138
+7,336
| +34% | +$1.41M | 1.39% | 14 |
|
|
2013
Q4 | $4.09M | Buy |
21,802
+1,928
| +10% | +$362K | 1.34% | 13 |
|
|
2013
Q3 | $3.68M | Buy |
19,874
+3,898
| +24% | +$722K | 1.4% | 11 |
|
|
2013
Q2 | $3.05M | Buy |
+15,976
| New | +$3.05M | 1.27% | 16 |
|