TFO Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$573 | – | 385 |
|
|
2024
Q1 | $573 | Sell |
3
-9
| -75% | -$1.72K | ﹤0.01% | 234 |
|
|
2023
Q4 | $1.96K | Buy |
12
+5
| +71% | +$818 | ﹤0.01% | 131 |
|
|
2023
Q3 | $937 | Buy |
7
+4
| +133% | +$535 | ﹤0.01% | 300 |
|
|
2023
Q2 | $401 | Hold |
3
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $393 | Sell |
3
-1
| -25% | -$131 | ﹤0.01% | 294 |
|
|
2022
Q4 | $183 | Buy |
+4
| New | +$183 | ﹤0.01% | 648 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 294 |
|
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 317 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$4K | – | 143 |
|
|
2020
Q1 | $4K | Sell |
40
-91
| -69% | -$9.1K | ﹤0.01% | 107 |
|
|
2019
Q4 | $16K | Buy |
+131
| New | +$16K | 0.01% | 110 |
|