Surevest’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$78K	Sell	654 -5	-0.8%	-$596	0.02%	170
2022 Q2	$93K	Buy	659 +5	+0.8%	+$706	0.02%	174
2022 Q1	$85K	Sell	654 -373	-36%	-$48.5K	0.02%	163
2021 Q4	$137K	Buy	+1,027	New	+$137K	0.03%	134