VSR Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $3.04M | Sell |
20,951
-462
| -2% | -$67K | 0.5% | 54 |
|
|
2016
Q1 | $3.1M | Sell |
21,413
-1,090
| -5% | -$158K | 0.33% | 84 |
|
|
2015
Q4 | $2.96M | Sell |
22,503
-5,036
| -18% | -$663K | 0.32% | 78 |
|
|
2015
Q3 | $3.82M | Sell |
27,539
-306
| -1% | -$42.4K | 0.43% | 59 |
|
|
2015
Q2 | $4.33M | Buy |
27,845
+587
| +2% | +$91.3K | 0.46% | 52 |
|
|
2015
Q1 | $4.18M | Sell |
27,258
-2,711
| -9% | -$416K | 0.45% | 51 |
|
|
2014
Q4 | $4.6M | Buy |
29,969
+2,268
| +8% | +$348K | 0.52% | 42 |
|
|
2014
Q3 | $5.03M | Buy |
27,701
+1,317
| +5% | +$239K | 0.6% | 38 |
|
|
2014
Q2 | $4.57M | Buy |
26,384
+12,491
| +90% | +$2.16M | 0.57% | 41 |
|
|
2014
Q1 | $2.56M | Buy |
13,893
+232
| +2% | +$42.7K | 0.36% | 72 |
|
|
2013
Q4 | $2.45M | Sell |
13,661
-10,685
| -44% | -$1.92M | 0.38% | 61 |
|
|
2013
Q3 | $4.31M | Buy |
24,346
+847
| +4% | +$150K | 0.75% | 23 |
|
|
2013
Q2 | $4.29M | Buy |
+23,499
| New | +$4.29M | 0.85% | 18 |
|