Unison Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-21,639
| Closed | -$3.06M | – | 187 |
|
2022
Q2 | $3.06M | Buy |
21,639
+268
| +1% | +$37.8K | 0.79% | 24 |
|
2022
Q1 | $2.78M | Buy |
21,371
+260
| +1% | +$33.8K | 0.67% | 34 |
|
2021
Q4 | $2.82M | Sell |
21,111
-659
| -3% | -$88.1K | 0.68% | 33 |
|
2021
Q3 | $2.89M | Sell |
21,770
-5,304
| -20% | -$705K | 0.72% | 27 |
|
2021
Q2 | $3.8M | Buy |
+27,074
| New | +$3.8M | 0.71% | 25 |
|