Systematic Financial Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,339
| Closed | -$1.66M | – | 657 |
|
|
2017
Q4 | $1.66M | Buy |
+11,339
| New | +$1.66M | 0.03% | 302 |
|
|
2017
Q2 | – | Sell |
-1,935
| Closed | -$322K | – | 660 |
|
|
2017
Q1 | $322K | Hold |
1,935
| – | – | 0.01% | 611 |
|
|
2016
Q4 | $307K | Hold |
1,935
| – | – | ﹤0.01% | 609 |
|
|
2016
Q3 | $294K | Hold |
1,935
| – | – | ﹤0.01% | 578 |
|
|
2016
Q2 | $280K | Hold |
1,935
| – | – | ﹤0.01% | 567 |
|
|
2016
Q1 | $280K | Hold |
1,935
| – | – | ﹤0.01% | 556 |
|
|
2015
Q4 | $254K | Hold |
1,935
| – | – | ﹤0.01% | 585 |
|
|
2015
Q3 | $268K | Hold |
1,935
| – | – | ﹤0.01% | 610 |
|
|
2015
Q2 | $300K | Hold |
1,935
| – | – | ﹤0.01% | 645 |
|
|
2015
Q1 | $296K | Hold |
1,935
| – | – | ﹤0.01% | 632 |
|
|
2014
Q4 | $296K | Hold |
1,935
| – | – | ﹤0.01% | 632 |
|
|
2014
Q3 | $351K | Hold |
1,935
| – | – | ﹤0.01% | 643 |
|
|
2014
Q2 | $335K | Hold |
1,935
| – | – | ﹤0.01% | 655 |
|
|
2014
Q1 | $356K | Hold |
1,935
| – | – | ﹤0.01% | 647 |
|
|
2013
Q4 | $347K | Sell |
1,935
-2,301
| -54% | -$413K | ﹤0.01% | 617 |
|
|
2013
Q3 | $749K | Hold |
4,236
| – | – | 0.01% | 598 |
|
|
2013
Q2 | $773K | Buy |
+4,236
| New | +$773K | 0.01% | 589 |
|