TWM
Torch Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,036
| Closed | -$2.12M | – | 102 |
|
|
2015
Q2 | $2.12M | Sell |
13,036
-99
| -0.8% | -$16.1K | 1.47% | 21 |
|
|
2015
Q1 | $2.11M | Sell |
13,135
-900
| -6% | -$144K | 1.63% | 21 |
|
|
2014
Q4 | $2.25M | Buy |
14,035
+376
| +3% | +$60.3K | 1.73% | 19 |
|
|
2014
Q3 | $2.59M | Sell |
13,659
-610
| -4% | -$116K | 1.9% | 11 |
|
|
2014
Q2 | $2.59M | Hold |
14,269
| – | – | 1.76% | 13 |
|
|
2014
Q1 | $2.75M | Buy |
14,269
+185
| +1% | +$35.6K | 1.99% | 10 |
|
|
2013
Q4 | $2.64M | Buy |
+14,084
| New | +$2.64M | 2.02% | 10 |
|