TWMP
Taylor Wealth Management Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$114K | – | 78 |
|
|
2018
Q4 | $114K | Sell |
1,000
-600
| -38% | -$68.4K | 0.07% | 48 |
|
|
2018
Q3 | $242K | Hold |
1,600
| – | – | 0.1% | 52 |
|
|
2018
Q2 | $224K | Hold |
1,600
| – | – | 0.1% | 50 |
|
|
2018
Q1 | $245K | Hold |
1,600
| – | – | 0.12% | 49 |
|
|
2017
Q4 | $245K | Sell |
1,600
-150
| -9% | -$23K | 0.1% | 57 |
|
|
2017
Q3 | $254K | Hold |
1,750
| – | – | 0.11% | 57 |
|
|
2017
Q2 | $269K | Hold |
1,750
| – | – | 0.12% | 55 |
|
|
2017
Q1 | $305K | Buy |
1,750
+650
| +59% | +$113K | 0.14% | 52 |
|
|
2016
Q4 | $183K | Hold |
1,100
| – | – | 0.08% | 59 |
|
|
2016
Q3 | $175K | Sell |
1,100
-400
| -27% | -$63.6K | 0.08% | 56 |
|
|
2016
Q2 | $228K | Hold |
1,500
| – | – | 0.09% | 45 |
|
|
2016
Q1 | $227K | Hold |
1,500
| – | – | 0.11% | 40 |
|
|
2015
Q4 | $206K | Hold |
1,500
| – | – | 0.09% | 49 |
|
|
2015
Q3 | $217K | Hold |
1,500
| – | – | 0.1% | 40 |
|
|
2015
Q2 | $244K | Sell |
1,500
-125
| -8% | -$20.3K | 0.08% | 48 |
|
|
2015
Q1 | $261K | Buy |
+1,625
| New | +$261K | 0.08% | 46 |
|