Stordahl Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,732
| Closed | -$238K | – | 48 |
|
|
2019
Q2 | $238K | Hold |
1,732
| – | – | 0.09% | 44 |
|
|
2019
Q1 | $238K | Buy |
+1,732
| New | +$238K | 0.1% | 44 |
|
|
2018
Q4 | – | Sell |
-1,732
| Closed | -$215K | – | 44 |
|
|
2018
Q3 | $215K | Hold |
1,732
| – | – | 0.1% | 41 |
|
|
2018
Q2 | $231K | Hold |
1,732
| – | – | 0.1% | 40 |
|
|
2018
Q1 | $254K | Sell |
1,732
-157
| -8% | -$23K | 0.12% | 36 |
|
|
2017
Q4 | $277K | Buy |
+1,889
| New | +$277K | 0.13% | 35 |
|