Triad Financial Advisors’s IBM IBM Stock Holding History

Triad Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$299K	Buy
2023 Q2	$261K	Sell
2023 Q1	$256K	Sell
2022 Q4	$289K	Buy
2022 Q3	$243K	Sell
2022 Q2	$297K	Buy
2022 Q1	$269K	Sell
2021 Q4	$286K	Buy