Vancity Investment Management’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 |
-67,461
| Closed | -$9.53M | – | 57 |
|
|
2022
Q2 | $9.53M | Buy |
67,461
+173
| +0.3% | +$24.4K | 1.36% | 27 |
|
|
2022
Q1 | $8.75M | Sell |
67,288
-2,143
| -3% | -$279K | 1.04% | 39 |
|
|
2021
Q4 | $9.28M | Buy |
69,431
+8,242
| +13% | +$1.1M | 1.07% | 37 |
|
|
2021
Q3 | $8.13M | Buy |
61,189
+10,692
| +21% | +$1.42M | 1.04% | 39 |
|
|
2021
Q2 | $7.08M | Buy |
+50,497
| New | +$7.08M | 0.99% | 44 |
|
|
2021
Q1 | – | Sell |
-43,596
| Closed | -$5.25M | – | 60 |
|
|
2020
Q4 | $5.25M | Buy |
+43,596
| New | +$5.25M | 1.05% | 46 |
|