SIM
SSI Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,984
| Closed | -$241K | – | 264 |
|
|
2020
Q2 | $241K | Sell |
1,984
-25
| -1% | -$3.04K | 0.02% | 231 |
|
|
2020
Q1 | $223K | Sell |
2,009
-25
| -1% | -$2.78K | 0.02% | 232 |
|
|
2019
Q4 | $272K | Sell |
2,034
-89
| -4% | -$11.9K | 0.02% | 254 |
|
|
2019
Q3 | $309K | Buy |
+2,123
| New | +$309K | 0.02% | 246 |
|
|
2017
Q2 | – | Sell |
-1,255
| Closed | -$220K | – | 315 |
|
|
2017
Q1 | $220K | Sell |
1,255
-2
| -0.2% | -$351 | 0.02% | 287 |
|
|
2016
Q4 | $208K | Buy |
+1,257
| New | +$208K | 0.02% | 282 |
|
|
2015
Q1 | – | Sell |
-1,384
| Closed | -$222K | – | 320 |
|
|
2014
Q4 | $222K | Sell |
1,384
-5
| -0.4% | -$802 | 0.02% | 329 |
|
|
2014
Q3 | $265K | Hold |
1,389
| – | – | 0.03% | 325 |
|
|
2014
Q2 | $252K | Sell |
1,389
-25
| -2% | -$4.54K | 0.02% | 344 |
|
|
2014
Q1 | $273K | Sell |
1,414
-8,358
| -86% | -$1.61M | 0.03% | 338 |
|
|
2013
Q4 | $1.83M | Hold |
9,772
| – | – | 0.16% | 152 |
|
|
2013
Q3 | $1.81M | Buy |
9,772
+2,288
| +31% | +$424K | 0.16% | 141 |
|
|
2013
Q2 | $1.43M | Buy |
+7,484
| New | +$1.43M | 0.14% | 161 |
|