Windsor Financial Group’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 | $228K | Hold |
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|
2017
Q1 | $258K | Hold |
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|
2016
Q4 | $246K | Hold |
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|
2016
Q3 | $236K | Hold |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $573K | Hold |
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|
2015
Q2 | $643K | Sell |
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|
2015
Q1 | $639K | Buy |
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|
2014
Q4 | $342K | Hold |
|
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|
2014
Q3 | $405K | Buy |
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|
2014
Q2 | $351K | Sell |
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|
2014
Q1 | $402K | Sell |
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|
2013
Q4 | $398K | Sell |
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|
2013
Q3 | $3.86M | Buy |
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|
2013
Q2 | $3.84M | Buy |
|