TWA
Tillar-Wenstrup Advisors’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-12,906
| Closed | -$1.78M | – | 48 |
|
2015
Q4 | $1.78M | Sell |
12,906
-602
| -4% | -$82.8K | 1.76% | 31 |
|
2015
Q3 | $1.96M | Sell |
13,508
-55
| -0.4% | -$7.97K | 1.97% | 27 |
|
2015
Q2 | $2.21M | Sell |
13,563
-5
| -0% | -$813 | 2% | 25 |
|
2015
Q1 | $2.18M | Buy |
+13,568
| New | +$2.18M | 2.13% | 26 |
|