VWM
Vector Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $605K | Sell |
3,643
-62
| -2% | -$10.3K | 0.42% | 35 |
|
|
2016
Q3 | $589K | Sell |
3,705
-74
| -2% | -$11.8K | 0.4% | 35 |
|
|
2016
Q2 | $574K | Sell |
3,779
-100
| -3% | -$15.2K | 0.39% | 37 |
|
|
2016
Q1 | $587K | Buy |
3,879
+40
| +1% | +$6.05K | 0.43% | 33 |
|
|
2015
Q4 | $528K | Buy |
3,839
+1
| +0% | +$138 | 0.41% | 33 |
|
|
2015
Q3 | $535K | Buy |
3,838
+242
| +7% | +$33.7K | 0.42% | 32 |
|
|
2015
Q2 | $585K | Buy |
3,596
+3
| +0.1% | +$488 | 0.46% | 30 |
|
|
2015
Q1 | $577K | Sell |
3,593
-264
| -7% | -$42.4K | 0.47% | 25 |
|
|
2014
Q4 | $619K | Sell |
3,857
-233
| -6% | -$37.4K | 0.47% | 22 |
|
|
2014
Q3 | $776K | Buy |
4,090
+68
| +2% | +$12.9K | 0.57% | 15 |
|
|
2014
Q2 | $729K | Sell |
4,022
-6
| -0.1% | -$1.09K | 0.54% | 18 |
|
|
2014
Q1 | $775K | Buy |
4,028
+460
| +13% | +$88.5K | 0.56% | 18 |
|
|
2013
Q4 | $669K | Buy |
3,568
+94
| +3% | +$17.6K | 0.47% | 18 |
|
|
2013
Q3 | $644K | Sell |
3,474
-40
| -1% | -$7.42K | 0.47% | 21 |
|
|
2013
Q2 | $671K | Buy |
+3,514
| New | +$671K | 0.49% | 19 |
|