Triad Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $299K | Buy |
2,129
+179
| +9% | +$25.1K | 0.11% | 77 |
|
|
2023
Q2 | $261K | Sell |
1,950
-5
| -0.3% | -$669 | 0.11% | 78 |
|
|
2023
Q1 | $256K | Sell |
1,955
-94
| -5% | -$12.3K | 0.11% | 84 |
|
|
2022
Q4 | $289K | Buy |
2,049
+4
| +0.2% | +$564 | 0.13% | 82 |
|
|
2022
Q3 | $243K | Sell |
2,045
-56
| -3% | -$6.65K | 0.13% | 85 |
|
|
2022
Q2 | $297K | Buy |
2,101
+29
| +1% | +$4.1K | 0.16% | 77 |
|
|
2022
Q1 | $269K | Sell |
2,072
-67
| -3% | -$8.7K | 0.14% | 90 |
|
|
2021
Q4 | $286K | Buy |
+2,139
| New | +$286K | 0.17% | 95 |
|