WA
WP Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-873
| Closed | -$1.23K | – | 101 |
|
|
2019
Q1 | $1.23K | Buy |
+873
| New | +$1.23K | 0.13% | 74 |
|
|
2018
Q4 | – | Sell |
-1,396
| Closed | -$211K | – | 137 |
|
|
2018
Q3 | $211K | Buy |
1,396
+187
| +15% | +$28.3K | 0.2% | 58 |
|
|
2018
Q2 | $169K | Buy |
+1,209
| New | +$169K | 0.16% | 65 |
|
|
2017
Q2 | – | Sell |
-1,229
| Closed | -$214K | – | 73 |
|
|
2017
Q1 | $214K | Buy |
+1,229
| New | +$214K | 0.13% | 64 |
|