TW
Transform Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,697
| Closed | -$257K | – | 188 |
|
|
2018
Q3 | $257K | Sell |
1,697
-350
| -17% | -$53K | 0.04% | 170 |
|
|
2018
Q2 | $286K | Sell |
2,047
-220
| -10% | -$30.7K | 0.05% | 186 |
|
|
2018
Q1 | $348K | Sell |
2,267
-92
| -4% | -$14.1K | 0.07% | 190 |
|
|
2017
Q4 | $362K | Buy |
2,359
+14
| +0.6% | +$2.15K | 0.07% | 203 |
|
|
2017
Q3 | $340K | Buy |
+2,345
| New | +$340K | 0.12% | 172 |
|
|
2017
Q2 | – | Sell |
-3,126
| Closed | -$544K | – | 77 |
|
|
2017
Q1 | $544K | Buy |
3,126
+79
| +3% | +$13.7K | 0.2% | 147 |
|
|
2016
Q4 | $506K | Buy |
3,047
+100
| +3% | +$16.6K | 0.2% | 145 |
|
|
2016
Q3 | $468K | Sell |
2,947
-600
| -17% | -$95.3K | 0.2% | 140 |
|
|
2016
Q2 | $538K | Buy |
+3,547
| New | +$538K | 0.23% | 134 |
|