WPA
Winning Points Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,600
| Closed | -$773K | – | 69 |
|
|
2021
Q4 | $773K | Buy |
+5,600
| New | +$773K | 0.56% | 35 |
|
|
2020
Q1 | – | Sell |
-6,900
| Closed | -$925K | – | 68 |
|
|
2019
Q4 | $925K | Buy |
6,900
+1,300
| +23% | +$174K | 0.59% | 36 |
|
|
2019
Q3 | $803K | Hold |
5,600
| – | – | 0.58% | 35 |
|
|
2019
Q2 | $773K | Hold |
5,600
| – | – | 0.56% | 35 |
|
|
2019
Q1 | $790K | Hold |
5,600
| – | – | 0.61% | 34 |
|
|
2018
Q4 | $645K | Sell |
5,600
-400
| -7% | -$46.1K | 0.55% | 38 |
|
|
2018
Q3 | $907K | Hold |
6,000
| – | – | 0.67% | 34 |
|
|
2018
Q2 | $837K | Hold |
6,000
| – | – | 0.67% | 35 |
|
|
2018
Q1 | $912K | Buy |
6,000
+700
| +13% | +$106K | 0.74% | 33 |
|
|
2017
Q4 | $813K | Hold |
5,300
| – | – | 0.66% | 34 |
|
|
2017
Q3 | $769K | Hold |
5,300
| – | – | 0.66% | 36 |
|
|
2017
Q2 | $823K | Sell |
5,300
-400
| -7% | -$62.1K | 0.8% | 33 |
|
|
2017
Q1 | $992K | Hold |
5,700
| – | – | 0.97% | 32 |
|
|
2016
Q4 | $946K | Buy |
+5,700
| New | +$946K | 1.03% | 32 |
|