SVA Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $483K | Sell |
|
|||||
|
2020
Q3 | $473K | Buy |
|
|||||
|
2020
Q2 | $463K | Buy |
|
|||||
|
2020
Q1 | $425K | Buy |
|
|||||
|
2019
Q4 | $483K | Sell |
|
|||||
|
2019
Q3 | $533K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $262K | Sell |
|
|||||
|
2018
Q3 | $781K | Sell |
|
|||||
|
2018
Q2 | $752K | Sell |
|
|||||
|
2018
Q1 | $4.12M | Buy |
|
|||||
|
2017
Q4 | $4.15M | Sell |
|
|||||
|
2017
Q3 | $4.12M | Sell |
|
|||||
|
2017
Q2 | $4.56M | Buy |
|
|||||
|
2017
Q1 | $4.74M | Buy |
|
|||||
|
2016
Q4 | $4.05M | Buy |
|
|||||
|
2016
Q3 | $3.81M | Hold |
|
|||||
|
2016
Q2 | $3.64M | Sell |
|
|||||
|
2016
Q1 | $3.64M | Buy |
|
|||||
|
2015
Q4 | $2.83M | Sell |
|
|||||
|
2015
Q3 | $4.13M | Buy |
|
|||||
|
2015
Q2 | $4.55M | Buy |
|
|||||
|
2015
Q1 | $3.91M | Buy |
|
|||||
|
2014
Q4 | $352K | Buy |
|
|||||
|
2014
Q3 | $359K | Hold |
|
|||||
|
2014
Q2 | $343K | Sell |
|
|||||
|
2014
Q1 | $367K | Sell |
|
|||||
|
2013
Q4 | $361K | Buy |
|