Strategic Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $628K | Sell |
4,482
-1,048
| -19% | -$147K | 0.23% | 57 |
|
|
2021
Q1 | $705K | Sell |
5,530
-59
| -1% | -$7.52K | 0.27% | 51 |
|
|
2020
Q4 | $673K | Buy |
5,589
+501
| +10% | +$60.3K | 0.29% | 47 |
|
|
2020
Q3 | $592K | Buy |
5,088
+53
| +1% | +$6.17K | 0.29% | 49 |
|
|
2020
Q2 | $581K | Buy |
5,035
+25
| +0.5% | +$2.89K | 0.34% | 42 |
|
|
2020
Q1 | $531K | Sell |
5,010
-38
| -0.8% | -$4.03K | 0.4% | 33 |
|
|
2019
Q4 | $647K | Buy |
5,048
+12
| +0.2% | +$1.54K | 0.42% | 35 |
|
|
2019
Q3 | $700K | Buy |
5,036
+9
| +0.2% | +$1.25K | 0.5% | 33 |
|
|
2019
Q2 | $663K | Sell |
5,027
-69
| -1% | -$9.1K | 0.5% | 34 |
|
|
2019
Q1 | $687K | Sell |
5,096
-488
| -9% | -$65.8K | 0.56% | 31 |
|
|
2018
Q4 | $607K | Buy |
+5,584
| New | +$607K | 0.58% | 32 |
|