WKA
Wilson Kemp & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $479K | Sell |
2,525
-1,825
| -42% | -$346K | 4.37% | 7 |
|
|
2014
Q2 | $789K | Sell |
4,350
-1,930
| -31% | -$350K | 2.83% | 8 |
|
|
2014
Q1 | $1.21M | Sell |
6,280
-5,313
| -46% | -$1.02M | 3.14% | 9 |
|
|
2013
Q4 | $2.17M | Sell |
11,593
-2,522
| -18% | -$473K | 4.17% | 7 |
|
|
2013
Q3 | $2.61M | Sell |
14,115
-21,530
| -60% | -$3.99M | 5.76% | 2 |
|
|
2013
Q2 | $6.81M | Buy |
+35,645
| New | +$6.81M | 6.52% | 1 |
|