VW
Vantage Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-52,003
| Closed | -$7.86M | – | 29 |
|
|
2018
Q3 | $7.86M | Buy |
52,003
+688
| +1% | +$104K | 3.4% | 19 |
|
|
2018
Q2 | $7.17M | Buy |
51,315
+1,785
| +4% | +$249K | 3.45% | 19 |
|
|
2018
Q1 | $7.6M | Buy |
49,530
+1,950
| +4% | +$299K | 3.86% | 18 |
|
|
2017
Q4 | $6.9M | Hold |
47,580
| – | – | 3.66% | 22 |
|
|
2017
Q3 | $6.9M | Buy |
47,580
+810
| +2% | +$118K | 3.66% | 22 |
|
|
2017
Q2 | $7.2M | Buy |
+46,770
| New | +$7.2M | 3.84% | 20 |
|