Spotlight Asset Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $86.5K | Hold |
500
| – | – | 0.06% | 112 |
|
2024
Q1 | $95.5K | Hold |
500
| – | – | 0.07% | 111 |
|
2023
Q4 | $70.2K | Hold |
500
| – | – | 0.06% | 117 |
|
2023
Q3 | $70.2K | Hold |
500
| – | – | 0.06% | 117 |
|
2023
Q2 | $66.9K | Buy |
+500
| New | +$66.9K | 0.06% | 116 |
|
2021
Q3 | – | Sell |
-1,454
| Closed | -$204K | – | 123 |
|
2021
Q2 | $204K | Buy |
+1,454
| New | +$204K | 0.08% | 124 |
|