TrueWealth LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $209K | Sell |
1,809
-700
| -28% | -$80.9K | 0.09% | 126 |
|
|
2020
Q1 | $266K | Sell |
2,509
-320
| -11% | -$33.9K | 0.13% | 101 |
|
|
2019
Q4 | $363K | Sell |
2,829
-97
| -3% | -$12.4K | 0.15% | 95 |
|
|
2019
Q3 | $407K | Buy |
2,926
+8
| +0.3% | +$1.11K | 0.18% | 82 |
|
|
2019
Q2 | $385K | Buy |
2,918
+114
| +4% | +$15K | 0.17% | 88 |
|
|
2019
Q1 | $378K | Sell |
2,804
-73
| -3% | -$9.84K | 0.17% | 88 |
|
|
2018
Q4 | $313K | Sell |
2,877
-148
| -5% | -$16.1K | 0.16% | 92 |
|
|
2018
Q3 | $437K | Sell |
3,025
-119
| -4% | -$17.2K | 0.2% | 79 |
|
|
2018
Q2 | $420K | Buy |
3,144
+341
| +12% | +$45.6K | 0.2% | 79 |
|
|
2018
Q1 | $411K | Buy |
2,803
+233
| +9% | +$34.2K | 0.21% | 73 |
|
|
2017
Q4 | $377K | Buy |
+2,570
| New | +$377K | 0.18% | 91 |
|