Staton Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.32M | Buy |
29,383
+105
| +0.4% | +$15.4K | 3.67% | 7 |
|
|
2017
Q1 | $4.87M | Sell |
29,278
-664
| -2% | -$111K | 4.19% | 2 |
|
|
2016
Q4 | $4.75M | Sell |
29,942
-1,569
| -5% | -$249K | 4.29% | 2 |
|
|
2016
Q3 | $4.79M | Sell |
31,511
-2,001
| -6% | -$304K | 4.38% | 2 |
|
|
2016
Q2 | $4.86M | Sell |
33,512
-811
| -2% | -$118K | 4.45% | 5 |
|
|
2016
Q1 | $4.97M | Buy |
34,323
+734
| +2% | +$106K | 4.76% | 6 |
|
|
2015
Q4 | $4.42M | Sell |
33,589
-2,641
| -7% | -$347K | 4.52% | 8 |
|
|
2015
Q3 | $5.02M | Buy |
36,230
+277
| +0.8% | +$38.4K | 5.32% | 4 |
|
|
2015
Q2 | $5.59M | Sell |
35,953
-234
| -0.6% | -$36.4K | 5.31% | 2 |
|
|
2015
Q1 | $5.55M | Buy |
+36,187
| New | +$5.55M | 5.07% | 2 |
|