WAM
Watermark Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $30K | Buy |
261
+1
| +0.4% | +$115 | 0.01% | 116 |
|
|
2018
Q3 | $39K | Buy |
260
+2
| +0.8% | +$300 | 0.02% | 103 |
|
|
2018
Q2 | $36K | Buy |
258
+21
| +9% | +$2.93K | 0.02% | 106 |
|
|
2018
Q1 | $36K | Buy |
237
+2
| +0.9% | +$304 | 0.01% | 109 |
|
|
2017
Q4 | $36K | Buy |
235
+1
| +0.4% | +$153 | 0.02% | 114 |
|
|
2017
Q3 | $34K | Buy |
234
+1
| +0.4% | +$145 | 0.01% | 113 |
|
|
2017
Q2 | $36K | Buy |
233
+2
| +0.9% | +$309 | 0.02% | 111 |
|
|
2017
Q1 | $40K | Buy |
+231
| New | +$40K | 0.02% | 99 |
|