SFG
Steward Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,252
| Closed | -$702K | – | 1424 |
|
|
2023
Q2 | $702K | Buy |
+5,252
| New | +$702K | 0.22% | 26 |
|
|
2022
Q4 | – | Sell |
-5,090
| Closed | -$604K | – | 662 |
|
|
2022
Q3 | $604K | Sell |
5,090
-7
| -0.1% | -$831 | 0.45% | 21 |
|
|
2022
Q2 | $719K | Buy |
5,097
+112
| +2% | +$15.8K | 0.6% | 14 |
|
|
2022
Q1 | $648K | Buy |
4,985
+26
| +0.5% | +$3.38K | 0.58% | 8 |
|
|
2021
Q4 | $662K | Buy |
+4,959
| New | +$662K | 0.61% | 7 |
|