Spero-Smith Investment Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $1.52M | Buy |
10,032
+602
| +6% | +$91.5K | 2.04% | 21 |
|
2016
Q2 | $1.37M | Sell |
9,430
-131
| -1% | -$19K | 1.71% | 27 |
|
2016
Q1 | $1.38M | Sell |
9,561
-1,037
| -10% | -$150K | 1.73% | 28 |
|
2015
Q4 | $1.39M | Buy |
10,598
+123
| +1% | +$16.2K | 1.77% | 26 |
|
2015
Q3 | $1.45M | Sell |
10,475
-92
| -0.9% | -$12.7K | 1.96% | 27 |
|
2015
Q2 | $1.64M | Sell |
10,567
-127
| -1% | -$19.7K | 1.87% | 29 |
|
2015
Q1 | $1.64M | Sell |
10,694
-121
| -1% | -$18.6K | 1.82% | 29 |
|
2014
Q4 | $1.66M | Buy |
10,815
+15
| +0.1% | +$2.3K | 1.89% | 27 |
|
2014
Q3 | $1.96M | Sell |
10,800
-256
| -2% | -$46.4K | 2.27% | 20 |
|
2014
Q2 | $1.92M | Sell |
11,056
-401
| -4% | -$69.5K | 2.16% | 23 |
|
2014
Q1 | $2.11M | Sell |
11,457
-147
| -1% | -$27K | 2.49% | 20 |
|
2013
Q4 | $2.08M | Sell |
11,604
-371
| -3% | -$66.5K | 2.38% | 21 |
|
2013
Q3 | $2.12M | Sell |
11,975
-582
| -5% | -$103K | 2.63% | 20 |
|
2013
Q2 | $2.29M | Buy |
+12,557
| New | +$2.29M | 2.85% | 12 |
|