WFG Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $271K | Sell |
1,843
-599
| -25% | -$88.1K | 0.06% | 300 |
|
|
2017
Q1 | $407K | Sell |
2,442
-4,060
| -62% | -$677K | 0.11% | 201 |
|
|
2016
Q4 | $1.03M | Buy |
6,502
+3,538
| +119% | +$562K | 0.25% | 102 |
|
|
2016
Q3 | $450K | Buy |
2,964
+190
| +7% | +$28.8K | 0.11% | 193 |
|
|
2016
Q2 | $403K | Sell |
2,774
-201
| -7% | -$29.2K | 0.11% | 195 |
|
|
2016
Q1 | $431K | Buy |
2,975
+85
| +3% | +$12.3K | 0.12% | 179 |
|
|
2015
Q4 | $380K | Sell |
2,890
-622
| -18% | -$81.8K | 0.11% | 194 |
|
|
2015
Q3 | $487K | Buy |
3,512
+276
| +9% | +$38.3K | 0.15% | 159 |
|
|
2015
Q2 | $503K | Sell |
3,236
-308
| -9% | -$47.9K | 0.14% | 163 |
|
|
2015
Q1 | $544K | Sell |
3,544
-4,074
| -53% | -$625K | 0.15% | 155 |
|
|
2014
Q4 | $1.17M | Buy |
7,618
+1,702
| +29% | +$261K | 0.24% | 94 |
|
|
2014
Q3 | $1.07M | Buy |
5,916
+90
| +2% | +$16.3K | 0.2% | 114 |
|
|
2014
Q2 | $1.01M | Sell |
5,826
-180
| -3% | -$31.2K | 0.19% | 124 |
|
|
2014
Q1 | $1.11M | Sell |
6,006
-8,984
| -60% | -$1.65M | 0.22% | 106 |
|
|
2013
Q4 | $2.69M | Sell |
14,990
-667
| -4% | -$120K | 0.38% | 49 |
|
|
2013
Q3 | $2.77M | Sell |
15,657
-1,214
| -7% | -$215K | 0.43% | 45 |
|
|
2013
Q2 | $3.08M | Buy |
+16,871
| New | +$3.08M | 0.51% | 35 |
|