SGA
Strategic Global Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,548
| Closed | -$1.39M | – | 147 |
|
|
2020
Q1 | $1.39M | Sell |
12,548
-40,524
| -76% | -$4.5M | 0.36% | 72 |
|
|
2019
Q4 | $7.11M | Buy |
53,072
+3,791
| +8% | +$508K | 1.48% | 11 |
|
|
2019
Q3 | $7.17M | Sell |
49,281
-23,222
| -32% | -$3.38M | 1.62% | 9 |
|
|
2019
Q2 | $10M | Buy |
72,503
+34,163
| +89% | +$4.71M | 2.13% | 7 |
|
|
2019
Q1 | $5.41M | Buy |
+38,340
| New | +$5.41M | 1.14% | 22 |
|
|
2016
Q1 | – | Sell |
-1,454
| Closed | -$200K | – | 147 |
|
|
2015
Q4 | $200K | Buy |
+1,454
| New | +$200K | 0.09% | 133 |
|