Winthrop Partners - WNY’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $276K | Sell |
1,982
-26
| -1% | -$3.62K | 0.19% | 90 |
|
|
2019
Q2 | $265K | Sell |
2,008
-53
| -3% | -$6.99K | 0.2% | 92 |
|
|
2019
Q1 | $282K | Sell |
2,061
-523
| -20% | -$71.6K | 0.22% | 86 |
|
|
2018
Q4 | $281K | Buy |
2,584
+37
| +1% | +$4.02K | 0.26% | 76 |
|
|
2018
Q3 | $368K | Buy |
2,547
+46
| +2% | +$6.65K | 0.3% | 79 |
|
|
2018
Q2 | $334K | Hold |
2,501
| – | – | 0.28% | 84 |
|
|
2018
Q1 | $365K | Hold |
2,501
| – | – | 0.28% | 86 |
|
|
2017
Q4 | $381K | Buy |
+2,501
| New | +$381K | 0.31% | 86 |
|