WIA
Westbourne Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,800
| Closed | -$219K | – | 81 |
|
|
2020
Q3 | $219K | Hold |
1,800
| – | – | 0.25% | 45 |
|
|
2020
Q2 | $217K | Buy |
+1,800
| New | +$217K | 0.27% | 47 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$295K | – | 89 |
|
|
2019
Q4 | $295K | Hold |
2,200
| – | – | 0.2% | 82 |
|
|
2019
Q3 | $320K | Buy |
+2,200
| New | +$320K | 0.24% | 78 |
|
|
2019
Q2 | – | Sell |
-1,600
| Closed | -$226K | – | 96 |
|
|
2019
Q1 | $226K | Buy |
+1,600
| New | +$226K | 0.17% | 92 |
|
|
2018
Q4 | – | Sell |
-1,927
| Closed | -$291K | – | 115 |
|
|
2018
Q3 | $291K | Buy |
+1,927
| New | +$291K | 0.21% | 81 |
|