Townsend & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,677
| Closed | -$1.29M | – | 77 |
|
|
2020
Q4 | $1.29M | Sell |
10,677
-962
| -8% | -$116K | 0.94% | 55 |
|
|
2020
Q3 | $1.42M | Sell |
11,639
-1,789
| -13% | -$219K | 1.11% | 45 |
|
|
2020
Q2 | $1.55M | Buy |
+13,428
| New | +$1.55M | 1.3% | 37 |
|
|
2018
Q4 | – | Sell |
-356
| Closed | -$51K | – | 97 |
|
|
2018
Q3 | $51K | Buy |
356
+3
| +0.8% | +$430 | 0.05% | 103 |
|
|
2018
Q2 | $47K | Buy |
353
+5
| +1% | +$666 | 0.05% | 102 |
|
|
2018
Q1 | $51K | Buy |
348
+3
| +0.9% | +$440 | 0.04% | 101 |
|
|
2017
Q4 | $51K | Buy |
+345
| New | +$51K | 0.04% | 127 |
|