Straight Path Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,780
| Closed | -$1.11M | – | 94 |
|
|
2023
Q4 | $1.11M | Sell |
6,780
-106
| -2% | -$17.3K | 0.65% | 20 |
|
|
2023
Q3 | $966K | Buy |
6,886
+200
| +3% | +$28.1K | 0.66% | 20 |
|
|
2023
Q2 | $895K | Sell |
6,686
-3
| -0% | -$401 | 0.61% | 22 |
|
|
2023
Q1 | $877K | Buy |
6,689
+3
| +0% | +$393 | 0.7% | 22 |
|
|
2022
Q4 | $942K | Hold |
6,686
| – | – | 0.9% | 20 |
|
|
2022
Q3 | $794K | Buy |
6,686
+500
| +8% | +$59.4K | 0.71% | 29 |
|
|
2022
Q2 | $873K | Hold |
6,186
| – | – | 0.86% | 28 |
|
|
2022
Q1 | $804K | Hold |
6,186
| – | – | 0.68% | 24 |
|
|
2021
Q4 | $827K | Buy |
+6,186
| New | +$827K | 0.72% | 23 |
|