Terril Brothers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,569
| Closed | -$201K | – | 60 |
|
|
2019
Q4 | $201K | Sell |
1,569
-449
| -22% | -$57.5K | 0.07% | 52 |
|
|
2019
Q3 | $281K | Hold |
2,018
| – | – | 0.09% | 45 |
|
|
2019
Q2 | $266K | Sell |
2,018
-110
| -5% | -$14.5K | 0.08% | 49 |
|
|
2019
Q1 | $287K | Hold |
2,128
| – | – | 0.09% | 46 |
|
|
2018
Q4 | $231K | Hold |
2,128
| – | – | 0.08% | 46 |
|
|
2018
Q3 | $308K | Buy |
2,128
+105
| +5% | +$15.2K | 0.1% | 43 |
|
|
2018
Q2 | $270K | Hold |
2,023
| – | – | 0.08% | 44 |
|
|
2018
Q1 | $297K | Buy |
2,023
+209
| +12% | +$30.7K | 0.09% | 45 |
|
|
2017
Q4 | $266K | Buy |
+1,814
| New | +$266K | 0.08% | 48 |
|