WealthTrust-Arizona’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $19K | Buy |
174
+57
| +49% | +$6.22K | 0.01% | 278 |
|
|
2018
Q3 | $17K | Buy |
117
+2
| +2% | +$291 | 0.01% | 317 |
|
|
2018
Q2 | $15K | Buy |
115
+6
| +6% | +$783 | 0.01% | 326 |
|
|
2018
Q1 | $16K | Buy |
109
+1
| +0.9% | +$147 | 0.01% | 326 |
|
|
2017
Q4 | $16K | Buy |
108
+1
| +0.9% | +$148 | 0.01% | 326 |
|
|
2017
Q3 | $15K | Buy |
107
+1
| +0.9% | +$140 | 0.01% | 317 |
|
|
2017
Q2 | $16K | Buy |
106
+1
| +1% | +$151 | 0.01% | 293 |
|
|
2017
Q1 | $17K | Hold |
105
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $17K | Buy |
105
+1
| +1% | +$162 | 0.01% | 285 |
|
|
2016
Q3 | $16K | Buy |
104
+1
| +1% | +$154 | 0.01% | 286 |
|
|
2016
Q2 | $15K | Buy |
103
+2
| +2% | +$291 | 0.01% | 284 |
|
|
2016
Q1 | $15K | Sell |
101
-43
| -30% | -$6.39K | 0.01% | 287 |
|
|
2015
Q4 | $19K | Buy |
144
+11
| +8% | +$1.45K | 0.01% | 269 |
|
|
2015
Q3 | $18K | Hold |
133
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $21K | Buy |
133
+1
| +0.8% | +$158 | 0.01% | 272 |
|
|
2015
Q1 | $20K | Buy |
132
+44
| +50% | +$6.67K | 0.01% | 283 |
|
|
2014
Q4 | $13K | Buy |
88
+12
| +16% | +$1.77K | 0.01% | 366 |
|
|
2014
Q3 | $14K | Sell |
76
-340
| -82% | -$62.6K | 0.02% | 356 |
|
|
2014
Q2 | $72K | Sell |
416
-231
| -36% | -$40K | 0.08% | 132 |
|
|
2014
Q1 | $119K | Sell |
647
-79
| -11% | -$14.5K | 0.13% | 84 |
|
|
2013
Q4 | $130K | Sell |
726
-467
| -39% | -$83.6K | 0.15% | 71 |
|
|
2013
Q3 | $211K | Sell |
1,193
-161
| -12% | -$28.5K | 0.27% | 45 |
|
|
2013
Q2 | $247K | Buy |
+1,354
| New | +$247K | 0.33% | 38 |
|