Wealthspire Advisors (Maryland)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.2M | Sell |
18,941
-7,237
| -28% | -$842K | 0.08% | 123 |
|
|
2020
Q2 | $3.02M | Buy |
26,178
+1,378
| +6% | +$159K | 0.22% | 72 |
|
|
2020
Q1 | $2.63M | Sell |
24,800
-5,982
| -19% | -$634K | 0.23% | 66 |
|
|
2019
Q4 | $3.95M | Buy |
30,782
+900
| +3% | +$115K | 0.26% | 63 |
|
|
2019
Q3 | $4.15M | Buy |
29,882
+4,038
| +16% | +$561K | 0.3% | 54 |
|
|
2019
Q2 | $3.41M | Buy |
25,844
+2
| +0% | +$264 | 0.26% | 64 |
|
|
2019
Q1 | $3.49M | Sell |
25,842
-61
| -0.2% | -$8.23K | 0.26% | 61 |
|
|
2018
Q4 | $2.82M | Sell |
25,903
-684
| -3% | -$74.3K | 0.25% | 59 |
|
|
2018
Q3 | $3.84M | Buy |
26,587
+63
| +0.2% | +$9.11K | 0.32% | 47 |
|
|
2018
Q2 | $3.54M | Sell |
26,524
-1,201
| -4% | -$160K | 0.32% | 50 |
|
|
2018
Q1 | $4.07M | Buy |
27,725
+146
| +0.5% | +$21.4K | 0.38% | 44 |
|
|
2017
Q4 | $4.05M | Buy |
27,579
+4,233
| +18% | +$621K | 0.39% | 44 |
|
|
2017
Q3 | $3.24M | Sell |
23,346
-114
| -0.5% | -$15.8K | 0.35% | 46 |
|
|
2017
Q2 | $3.45M | Buy |
23,460
+9,713
| +71% | +$1.43M | 0.41% | 40 |
|
|
2017
Q1 | $2.29M | Buy |
13,747
+439
| +3% | +$73.1K | 0.33% | 50 |
|
|
2016
Q4 | $2.11M | Buy |
13,308
+275
| +2% | +$43.6K | 0.32% | 49 |
|
|
2016
Q3 | $1.98M | Sell |
13,033
-1,095
| -8% | -$166K | 0.31% | 53 |
|
|
2016
Q2 | $2.05M | Buy |
14,128
+3,552
| +34% | +$515K | 0.34% | 48 |
|
|
2016
Q1 | $1.53M | Buy |
10,576
+242
| +2% | +$35K | 0.27% | 64 |
|
|
2015
Q4 | $1.36M | Buy |
+10,334
| New | +$1.36M | 0.25% | 68 |
|