WP
WealthSpring Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $798K | Buy |
5,686
+14
| +0.2% | +$1.97K | 0.6% | 28 |
|
|
2023
Q2 | $759K | Sell |
5,672
-164
| -3% | -$21.9K | 0.55% | 30 |
|
|
2023
Q1 | $765K | Buy |
5,836
+14
| +0.2% | +$1.84K | 0.59% | 26 |
|
|
2022
Q4 | $820K | Buy |
5,822
+328
| +6% | +$46.2K | 0.64% | 25 |
|
|
2022
Q3 | $653K | Buy |
+5,494
| New | +$653K | 0.58% | 30 |
|