Stifel Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.89M | Sell |
21,439
-354
| -2% | -$64.2K | 0.75% | 58 |
|
|
2014
Q2 | $3.78M | Sell |
21,793
-10,016
| -31% | -$1.74M | 0.71% | 60 |
|
|
2014
Q1 | $5.85M | Sell |
31,809
-4,495
| -12% | -$827K | 1.11% | 33 |
|
|
2013
Q4 | $6.51M | Sell |
36,304
-1,385
| -4% | -$248K | 1.22% | 24 |
|
|
2013
Q3 | $6.67M | Sell |
37,689
-7,203
| -16% | -$1.28M | 1.33% | 20 |
|
|
2013
Q2 | $8.2M | Buy |
+44,892
| New | +$8.2M | 1.7% | 4 |
|