SIG
Stanford Investment Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,903
| Closed | -$482K | – | 131 |
|
|
2016
Q4 | $482K | Sell |
2,903
-223
| -7% | -$37K | 0.23% | 30 |
|
|
2016
Q3 | $496K | Buy |
3,126
+178
| +6% | +$28.2K | 0.23% | 32 |
|
|
2016
Q2 | $447K | Hold |
2,948
| – | – | 0.23% | 33 |
|
|
2016
Q1 | $446K | Hold |
2,948
| – | – | 0.25% | 29 |
|
|
2015
Q4 | $406K | Sell |
2,948
-175
| -6% | -$24.1K | 0.22% | 33 |
|
|
2015
Q3 | $452K | Hold |
3,123
| – | – | 0.33% | 27 |
|
|
2015
Q2 | $508K | Hold |
3,123
| – | – | 0.38% | 24 |
|
|
2015
Q1 | $501K | Sell |
3,123
-500
| -14% | -$80.2K | 0.4% | 26 |
|
|
2014
Q4 | $581K | Buy |
+3,623
| New | +$581K | 0.49% | 23 |
|