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Trinity Financial Advisors’s IBM IBM Stock Holding History

Trinity Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,115
Closed -$310K – 54
2021
Q2 		$310K Hold
2,115
– – 0.22% 39
2021
Q1 		$282K Hold
2,115
– – 0.22% 38
2020
Q4 		$266K Buy
+2,115
New +$266K 0.24% 48