VAM
Visionary Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,222
| Closed | -$2.6M | – | 184 |
|
|
2018
Q3 | $2.6M | Sell |
17,222
-637
| -4% | -$96.3K | 0.84% | 41 |
|
|
2018
Q2 | $2.5M | Buy |
17,859
+957
| +6% | +$134K | 0.83% | 53 |
|
|
2018
Q1 | $2.53M | Sell |
16,902
-198
| -1% | -$29.7K | 0.82% | 52 |
|
|
2017
Q4 | $2.62M | Buy |
17,100
+193
| +1% | +$29.6K | 0.73% | 62 |
|
|
2017
Q3 | $2.45M | Sell |
16,907
-1,238
| -7% | -$180K | 0.71% | 64 |
|
|
2017
Q2 | $2.79M | Sell |
18,145
-1,543
| -8% | -$237K | 0.81% | 58 |
|
|
2017
Q1 | $3.43M | Buy |
19,688
+270
| +1% | +$47K | 1.06% | 31 |
|
|
2016
Q4 | $3.22M | Buy |
19,418
+1,118
| +6% | +$186K | 1.05% | 38 |
|
|
2016
Q3 | $2.91M | Buy |
18,300
+500
| +3% | +$79.4K | 1.01% | 40 |
|
|
2016
Q2 | $2.7M | Buy |
17,800
+546
| +3% | +$82.8K | 0.96% | 37 |
|
|
2016
Q1 | $2.61M | Buy |
+17,254
| New | +$2.61M | 0.92% | 25 |
|
|
2014
Q3 | – | Sell |
-48
| Closed | -$9K | – | 224 |
|
|
2014
Q2 | $9K | Buy |
+48
| New | +$9K | ﹤0.01% | 288 |
|