TRUADVICE’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $250K | Sell |
1,676
-437
| -21% | -$65.1K | 0.1% | 196 |
|
2023
Q2 | $303K | Sell |
2,113
-188
| -8% | -$26.9K | 0.11% | 181 |
|
2023
Q1 | $291K | Buy |
+2,301
| New | +$291K | 0.12% | 179 |
|
2021
Q1 | – | Sell |
-3,590
| Closed | -$420K | – | 296 |
|
2020
Q4 | $420K | Buy |
3,590
+138
| +4% | +$16.1K | 0.13% | 157 |
|
2020
Q3 | $409K | Buy |
+3,452
| New | +$409K | 0.17% | 125 |
|