WCA
Westover Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,146
| Closed | -$2.87M | – | 154 |
|
|
2022
Q3 | $2.87M | Sell |
24,146
-97
| -0.4% | -$11.5K | 1.1% | 29 |
|
|
2022
Q2 | $3.42M | Buy |
+24,243
| New | +$3.42M | 1.26% | 26 |
|
|
2019
Q4 | – | Sell |
-1,825
| Closed | -$265K | – | 147 |
|
|
2019
Q3 | $265K | Hold |
1,825
| – | – | 0.13% | 116 |
|
|
2019
Q2 | $252K | Hold |
1,825
| – | – | 0.12% | 113 |
|
|
2019
Q1 | $258K | Buy |
+1,825
| New | +$258K | 0.13% | 109 |
|
|
2015
Q2 | – | Sell |
-1,765
| Closed | -$283K | – | 94 |
|
|
2015
Q1 | $283K | Sell |
1,765
-832
| -32% | -$133K | 0.23% | 80 |
|
|
2014
Q4 | $417K | Sell |
2,597
-174
| -6% | -$27.9K | 0.36% | 68 |
|
|
2014
Q3 | $526K | Sell |
2,771
-239
| -8% | -$45.4K | 0.43% | 65 |
|
|
2014
Q2 | $546K | Sell |
3,010
-215
| -7% | -$39K | 0.46% | 61 |
|
|
2014
Q1 | $621K | Hold |
3,225
| – | – | 0.58% | 50 |
|
|
2013
Q4 | $605K | Sell |
3,225
-150
| -4% | -$28.1K | 0.58% | 47 |
|
|
2013
Q3 | $625K | Sell |
3,375
-285
| -8% | -$52.8K | 0.65% | 47 |
|
|
2013
Q2 | $699K | Buy |
+3,660
| New | +$699K | 0.69% | 46 |
|