Tiedemann Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,157
| Closed | -$312K | – | 68 |
|
|
2016
Q1 | $312K | Hold |
2,157
| – | – | 0.05% | 58 |
|
|
2015
Q4 | $284K | Hold |
2,157
| – | – | 0.04% | 69 |
|
|
2015
Q3 | $299K | Hold |
2,157
| – | – | 0.03% | 50 |
|
|
2015
Q2 | $335K | Hold |
2,157
| – | – | 0.03% | 59 |
|
|
2015
Q1 | $331K | Sell |
2,157
-230
| -10% | -$35.3K | 0.03% | 50 |
|
|
2014
Q4 | $366K | Buy |
2,387
+5
| +0.2% | +$767 | 0.03% | 55 |
|
|
2014
Q3 | $432K | Buy |
2,382
+79
| +3% | +$14.3K | 0.04% | 66 |
|
|
2014
Q2 | $398K | Buy |
2,303
+146
| +7% | +$25.2K | 0.04% | 69 |
|
|
2014
Q1 | $396 | Hold |
2,157
| – | – | 0.04% | 72 |
|
|
2013
Q4 | $386K | Sell |
2,157
-1,080
| -33% | -$193K | 0.06% | 62 |
|
|
2013
Q3 | $573K | Sell |
3,237
-2,092
| -39% | -$370K | 0.1% | 44 |
|
|
2013
Q2 | $973K | Buy |
+5,329
| New | +$973K | 0.16% | 44 |
|