Stevard LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,903
| Closed | -$329K | – | 37 |
|
|
2024
Q2 | $329K | Buy |
1,903
+200
| +12% | +$34.6K | 0.28% | 46 |
|
|
2024
Q1 | $325K | Buy |
1,703
+260
| +18% | +$49.7K | 0.29% | 43 |
|
|
2023
Q4 | $236K | Hold |
1,443
| – | – | 0.23% | 48 |
|
|
2023
Q3 | $202K | Buy |
+1,443
| New | +$202K | 0.2% | 44 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$203K | – | 46 |
|
|
2022
Q4 | $203K | Buy |
+1,443
| New | +$203K | 0.17% | 49 |
|
|
2022
Q1 | – | Sell |
-1,943
| Closed | -$260K | – | 52 |
|
|
2021
Q4 | $260K | Buy |
1,943
+434
| +29% | +$58.1K | 0.18% | 47 |
|
|
2021
Q3 | $200K | Hold |
1,509
| – | – | 0.16% | 48 |
|
|
2021
Q2 | $212K | Buy |
+1,509
| New | +$212K | 0.16% | 46 |
|
|
2020
Q4 | – | Sell |
-6,337
| Closed | -$737K | – | 113 |
|
|
2020
Q3 | $737K | Buy |
6,337
+1,813
| +40% | +$211K | 0.31% | 46 |
|
|
2020
Q2 | $522K | Buy |
+4,524
| New | +$522K | 0.27% | 60 |
|