Windsor Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $228K | Hold |
1,551
| – | – | 0.11% | 68 |
|
|
2017
Q1 | $258K | Hold |
1,551
| – | – | 0.12% | 65 |
|
|
2016
Q4 | $246K | Hold |
1,551
| – | – | 0.12% | 68 |
|
|
2016
Q3 | $236K | Hold |
1,551
| – | – | 0.11% | 67 |
|
|
2016
Q2 | $225K | Sell |
1,551
-5
| -0.3% | -$725 | 0.1% | 70 |
|
|
2016
Q1 | $225K | Sell |
1,556
-105
| -6% | -$15.2K | 0.1% | 70 |
|
|
2015
Q4 | $219K | Sell |
1,661
-2,475
| -60% | -$326K | 0.11% | 72 |
|
|
2015
Q3 | $573K | Hold |
4,136
| – | – | 0.28% | 53 |
|
|
2015
Q2 | $643K | Sell |
4,136
-26
| -0.6% | -$4.04K | 0.28% | 58 |
|
|
2015
Q1 | $639K | Buy |
4,162
+1,931
| +87% | +$296K | 0.29% | 60 |
|
|
2014
Q4 | $342K | Hold |
2,231
| – | – | 0.16% | 68 |
|
|
2014
Q3 | $405K | Buy |
2,231
+204
| +10% | +$37K | 0.19% | 65 |
|
|
2014
Q2 | $351K | Sell |
2,027
-157
| -7% | -$27.2K | 0.17% | 63 |
|
|
2014
Q1 | $402K | Sell |
2,184
-37
| -2% | -$6.81K | 0.2% | 63 |
|
|
2013
Q4 | $398K | Sell |
2,221
-19,601
| -90% | -$3.51M | 0.22% | 62 |
|
|
2013
Q3 | $3.86M | Buy |
21,822
+785
| +4% | +$139K | 2.32% | 14 |
|
|
2013
Q2 | $3.84M | Buy |
+21,037
| New | +$3.84M | 2.44% | 9 |
|