TrueWealth LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $313K | Sell |
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|
2018
Q3 | $437K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $377K | Buy |
|