Winifred I. Li’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $200K | Sell |
1,303
-880
| -40% | -$135K | 0.19% | 113 |
|
|
2014
Q3 | $396K | Sell |
2,183
-908
| -29% | -$165K | 0.38% | 79 |
|
|
2014
Q2 | $536K | Sell |
3,091
-75
| -2% | -$13K | 0.46% | 74 |
|
|
2014
Q1 | $583K | Sell |
3,166
-3,515
| -53% | -$647K | 0.51% | 70 |
|
|
2013
Q4 | $1.2M | Sell |
6,681
-965
| -13% | -$173K | 1.03% | 17 |
|
|
2013
Q3 | $1.35M | Sell |
7,646
-1,122
| -13% | -$199K | 1.25% | 13 |
|
|
2013
Q2 | $1.6M | Buy |
+8,768
| New | +$1.6M | 1.49% | 9 |
|