Weld Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,398
| Closed | -$560K | – | 301 |
|
2021
Q1 | $560K | Buy |
4,398
+2,637
| +150% | +$336K | 0.24% | 162 |
|
2020
Q4 | $212K | Buy |
+1,761
| New | +$212K | 0.08% | 383 |
|
2019
Q3 | – | Sell |
-7,562
| Closed | -$997K | – | 872 |
|
2019
Q2 | $997K | Buy |
+7,562
| New | +$997K | 0.18% | 176 |
|