WFG Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $407K | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $450K | Buy |
|
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|
2016
Q2 | $403K | Sell |
|
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|
2016
Q1 | $431K | Buy |
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|
2015
Q4 | $380K | Sell |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $503K | Sell |
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|
2015
Q1 | $544K | Sell |
|
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|
2014
Q4 | $1.17M | Buy |
|
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.1M | Sell |
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|
2013
Q4 | $2.69M | Sell |
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|
2013
Q3 | $2.77M | Sell |
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|
2013
Q2 | $3.08M | Buy |
|