SWM
SVA Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $483K | Sell |
3,839
-52
| -1% | -$6.54K | 0.04% | 169 |
|
|
2020
Q3 | $473K | Buy |
3,891
+55
| +1% | +$6.69K | 0.05% | 152 |
|
|
2020
Q2 | $463K | Buy |
3,836
+1
| +0% | +$121 | 0.05% | 147 |
|
|
2020
Q1 | $425K | Buy |
3,835
+230
| +6% | +$25.5K | 0.05% | 151 |
|
|
2019
Q4 | $483K | Sell |
3,605
-63
| -2% | -$8.44K | 0.04% | 155 |
|
|
2019
Q3 | $533K | Buy |
+3,668
| New | +$533K | 0.05% | 147 |
|
|
2019
Q1 | – | Sell |
-2,306
| Closed | -$262K | – | 213 |
|
|
2018
Q4 | $262K | Sell |
2,306
-2,862
| -55% | -$325K | 0.03% | 186 |
|
|
2018
Q3 | $781K | Sell |
5,168
-212
| -4% | -$32K | 0.08% | 129 |
|
|
2018
Q2 | $752K | Sell |
5,380
-23,038
| -81% | -$3.22M | 0.08% | 132 |
|
|
2018
Q1 | $4.12M | Buy |
28,418
+1,342
| +5% | +$195K | 0.51% | 55 |
|
|
2017
Q4 | $4.15M | Sell |
27,076
-1,342
| -5% | -$206K | 0.49% | 55 |
|
|
2017
Q3 | $4.12M | Sell |
28,418
-1,228
| -4% | -$178K | 0.51% | 55 |
|
|
2017
Q2 | $4.56M | Buy |
29,646
+2,424
| +9% | +$373K | 0.59% | 50 |
|
|
2017
Q1 | $4.74M | Buy |
27,222
+2,834
| +12% | +$493K | 0.64% | 48 |
|
|
2016
Q4 | $4.05M | Buy |
24,388
+404
| +2% | +$67.1K | 0.6% | 51 |
|
|
2016
Q3 | $3.81M | Hold |
23,984
| – | – | 0.59% | 54 |
|
|
2016
Q2 | $3.64M | Sell |
23,984
-54
| -0.2% | -$8.2K | 0.59% | 53 |
|
|
2016
Q1 | $3.64M | Buy |
24,038
+3,501
| +17% | +$530K | 0.6% | 52 |
|
|
2015
Q4 | $2.83M | Sell |
20,537
-7,969
| -28% | -$1.1M | 0.49% | 66 |
|
|
2015
Q3 | $4.13M | Buy |
28,506
+552
| +2% | +$80K | 0.77% | 41 |
|
|
2015
Q2 | $4.55M | Buy |
27,954
+3,613
| +15% | +$588K | 0.84% | 43 |
|
|
2015
Q1 | $3.91M | Buy |
24,341
+22,146
| +1,009% | +$3.55M | 0.71% | 50 |
|
|
2014
Q4 | $352K | Buy |
2,195
+305
| +16% | +$48.9K | 0.13% | 139 |
|
|
2014
Q3 | $359K | Hold |
1,890
| – | – | 0.15% | 122 |
|
|
2014
Q2 | $343K | Sell |
1,890
-17
| -0.9% | -$3.09K | 0.15% | 122 |
|
|
2014
Q1 | $367K | Sell |
1,907
-15
| -0.8% | -$2.89K | 0.17% | 113 |
|
|
2013
Q4 | $361K | Buy |
+1,922
| New | +$361K | 0.22% | 100 |
|