VWA
V Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,480
| Closed | -$332K | – | 220 |
|
|
2023
Q2 | $332K | Buy |
2,480
+21
| +0.9% | +$2.81K | 0.06% | 275 |
|
|
2023
Q1 | $322K | Buy |
2,459
+7
| +0.3% | +$918 | 0.06% | 274 |
|
|
2022
Q4 | $345K | Buy |
2,452
+174
| +8% | +$24.5K | 0.07% | 255 |
|
|
2022
Q3 | $271K | Hold |
2,278
| – | – | 0.05% | 302 |
|
|
2022
Q2 | $322K | Buy |
2,278
+1
| +0% | +$141 | 0.06% | 295 |
|
|
2022
Q1 | $296K | Buy |
2,277
+562
| +33% | +$73.1K | 0.05% | 350 |
|
|
2021
Q4 | $229K | Buy |
1,715
+129
| +8% | +$17.2K | 0.03% | 412 |
|
|
2021
Q3 | $220K | Sell |
1,586
-45
| -3% | -$6.24K | 0.03% | 417 |
|
|
2021
Q2 | $240K | Sell |
1,631
-200
| -11% | -$29.4K | 0.04% | 412 |
|
|
2021
Q1 | $244K | Sell |
1,831
-930
| -34% | -$124K | 0.04% | 371 |
|
|
2020
Q4 | $347K | Buy |
+2,761
| New | +$347K | 0.07% | 285 |
|
|
2020
Q3 | – | Sell |
-2,921
| Closed | -$353K | – | 237 |
|
|
2020
Q2 | $353K | Sell |
2,921
-799
| -21% | -$96.6K | 0.09% | 238 |
|
|
2020
Q1 | $412K | Buy |
3,720
+998
| +37% | +$111K | 0.13% | 176 |
|
|
2019
Q4 | $396K | Hold |
2,722
| – | – | 0.14% | 170 |
|
|
2019
Q3 | $396K | Buy |
2,722
+405
| +17% | +$58.9K | 0.14% | 171 |
|
|
2019
Q2 | $324K | Buy |
2,317
+187
| +9% | +$26.1K | 0.12% | 178 |
|
|
2019
Q1 | $298K | Buy |
2,130
+144
| +7% | +$20.1K | 0.12% | 182 |
|
|
2018
Q4 | $240K | Buy |
1,986
+338
| +21% | +$40.8K | 0.12% | 179 |
|
|
2018
Q3 | $248K | Buy |
1,648
+76
| +5% | +$11.4K | 0.11% | 190 |
|
|
2018
Q2 | $225K | Sell |
1,572
-41
| -3% | -$5.87K | 0.13% | 180 |
|
|
2018
Q1 | $241K | Sell |
1,613
-89
| -5% | -$13.3K | 0.13% | 175 |
|
|
2017
Q4 | $280K | Buy |
1,702
+301
| +21% | +$49.5K | 0.14% | 156 |
|
|
2017
Q3 | $204K | Sell |
1,401
-3,056
| -69% | -$445K | 0.1% | 182 |
|
|
2017
Q2 | $684K | Buy |
4,457
+1,898
| +74% | +$291K | 0.32% | 70 |
|
|
2017
Q1 | $444K | Buy |
2,559
+665
| +35% | +$115K | 0.27% | 100 |
|
|
2016
Q4 | $316K | Buy |
+1,894
| New | +$316K | 0.23% | 124 |
|