USCA RIA’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $12.3M | Buy |
|
|||||
|
2021
Q1 | $10.5M | Buy |
|
|||||
|
2020
Q4 | $7.05M | Sell |
|
|||||
|
2020
Q3 | $7.37M | Buy |
|
|||||
|
2020
Q2 | $7.15M | Buy |
|
|||||
|
2020
Q1 | $6.33M | Sell |
|
|||||
|
2019
Q4 | $10M | Buy |
|
|||||
|
2019
Q3 | $10.5M | Buy |
|
|||||
|
2019
Q2 | $8.92M | Buy |
|
|||||
|
2019
Q1 | $7.85M | Buy |
|
|||||
|
2018
Q4 | $2.69M | Sell |
|
|||||
|
2018
Q3 | $10.7M | Sell |
|
|||||
|
2018
Q2 | $10.6M | Buy |
|
|||||
|
2018
Q1 | $11.2M | Buy |
|
|||||
|
2017
Q4 | $9.72M | Buy |
|
|||||
|
2017
Q3 | $6.87M | Hold |
|
|||||
|
2017
Q2 | $6.87M | Buy |
|
|||||
|
2017
Q1 | $6.11M | Sell |
|
|||||
|
2016
Q4 | $6.62M | Buy |
|
|||||
|
2016
Q3 | $4.9M | Buy |
|
|||||
|
2016
Q2 | $4.36M | Buy |
|
|||||
|
2016
Q1 | $3.49M | Buy |
|
|||||
|
2015
Q4 | $1.61M | Buy |
|
|||||
|
2015
Q3 | $226K | Buy |
|
|||||
|
2015
Q2 | $208K | Sell |
|
|||||
|
2015
Q1 | $214K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $291K | Sell |
|
|||||
|
2013
Q4 | $328K | Sell |
|
|||||
|
2013
Q3 | $346K | Sell |
|
|||||
|
2013
Q2 | $383K | Buy |
|