Squar Milner Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,397
| Closed | -$392K | – | 82 |
|
|
2020
Q2 | $392K | Buy |
3,397
+490
| +17% | +$56.5K | 0.22% | 123 |
|
|
2020
Q1 | $308K | Sell |
2,907
-2,001
| -41% | -$212K | 0.19% | 116 |
|
|
2019
Q4 | $628K | Buy |
4,908
+1,146
| +30% | +$147K | 0.31% | 65 |
|
|
2019
Q3 | $438K | Buy |
3,762
+276
| +8% | +$32.1K | 0.22% | 115 |
|
|
2019
Q2 | $460K | Buy |
3,486
+272
| +8% | +$35.9K | 0.31% | 74 |
|
|
2019
Q1 | $433K | Buy |
3,214
+1,862
| +138% | +$251K | 0.32% | 70 |
|
|
2018
Q4 | $147K | Sell |
1,352
-808
| -37% | -$87.9K | 0.14% | 171 |
|
|
2018
Q3 | $312K | Sell |
2,160
-295
| -12% | -$42.6K | 0.28% | 95 |
|
|
2018
Q2 | $328K | Buy |
2,455
+351
| +17% | +$46.9K | 0.29% | 90 |
|
|
2018
Q1 | $309K | Buy |
2,104
+6
| +0.3% | +$881 | 0.39% | 88 |
|
|
2017
Q4 | $335K | Buy |
+2,098
| New | +$335K | 0.41% | 89 |
|