Smith & Howard Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,691
| Closed | -$245K | – | 49 |
|
|
2016
Q1 | $245K | Hold |
1,691
| – | – | 0.1% | 53 |
|
|
2015
Q4 | $223K | Hold |
1,691
| – | – | 0.11% | 56 |
|
|
2015
Q3 | $234K | Sell |
1,691
-115
| -6% | -$15.9K | 0.11% | 45 |
|
|
2015
Q2 | $281K | Hold |
1,806
| – | – | 0.12% | 51 |
|
|
2015
Q1 | $277K | Buy |
+1,806
| New | +$277K | 0.12% | 48 |
|
|
2014
Q1 | – | Sell |
-451
| Closed | -$81K | – | 114 |
|
|
2013
Q4 | $81K | Sell |
451
-21
| -4% | -$3.77K | 0.04% | 94 |
|
|
2013
Q3 | $84K | Buy |
472
+26
| +6% | +$4.63K | 0.05% | 90 |
|
|
2013
Q2 | $81K | Buy |
+446
| New | +$81K | 0.05% | 86 |
|