Welch Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.55M | Buy |
31,033
+1,472
| +5% | +$216K | 2.89% | 29 |
|
|
2017
Q3 | $4.1M | Buy |
29,561
+3,188
| +12% | +$442K | 2.83% | 29 |
|
|
2017
Q2 | $3.88M | Buy |
26,373
+2,842
| +12% | +$418K | 2.88% | 29 |
|
|
2017
Q1 | $3.92M | Buy |
23,531
+700
| +3% | +$117K | 3.11% | 23 |
|
|
2016
Q4 | $3.62M | Buy |
+22,831
| New | +$3.62M | 3.17% | 20 |
|