Successful Portfolios’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,567
| Closed | -$341K | – | 216 |
|
|
2021
Q3 | $341K | Sell |
2,567
-10
| -0.4% | -$1.33K | 0.2% | 125 |
|
|
2021
Q2 | $361K | Hold |
2,577
| – | – | 0.22% | 118 |
|
|
2021
Q1 | $328K | Buy |
2,577
+104
| +4% | +$13.2K | 0.22% | 121 |
|
|
2020
Q4 | $298K | Buy |
2,473
+11
| +0.4% | +$1.33K | 0.21% | 123 |
|
|
2020
Q3 | $286K | Buy |
2,462
+62
| +3% | +$7.2K | 0.23% | 120 |
|
|
2020
Q2 | $277K | Sell |
2,400
-104
| -4% | -$12K | 0.24% | 114 |
|
|
2020
Q1 | $266K | Buy |
2,504
+379
| +18% | +$40.3K | 0.27% | 101 |
|
|
2019
Q4 | $272K | Sell |
2,125
-75
| -3% | -$9.6K | 0.24% | 112 |
|
|
2019
Q3 | $306K | Sell |
2,200
-6
| -0.3% | -$835 | 0.29% | 99 |
|
|
2019
Q2 | $291K | Sell |
2,206
-16
| -0.7% | -$2.11K | 0.31% | 98 |
|
|
2019
Q1 | $300K | Sell |
2,222
-16
| -0.7% | -$2.16K | 0.33% | 93 |
|
|
2018
Q4 | $243K | Sell |
2,238
-374
| -14% | -$40.6K | 0.31% | 99 |
|
|
2018
Q3 | $378K | Sell |
2,612
-10
| -0.4% | -$1.45K | 0.41% | 77 |
|
|
2018
Q2 | $350K | Hold |
2,622
| – | – | 0.41% | 79 |
|
|
2018
Q1 | $385K | Buy |
2,622
+48
| +2% | +$7.05K | 0.47% | 66 |
|
|
2017
Q4 | $377K | Buy |
+2,574
| New | +$377K | 0.47% | 71 |
|