Wunderlich Capital Managemnt’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,899
| Closed | -$1.06M | – | 76 |
|
|
2014
Q4 | $1.06M | Buy |
6,899
+529
| +8% | +$81.3K | 0.9% | 73 |
|
|
2014
Q3 | $1.15M | Buy |
6,370
+5
| +0.1% | +$903 | 1.03% | 57 |
|
|
2014
Q2 | $1.1M | Buy |
6,365
+59
| +0.9% | +$10.2K | 1.01% | 65 |
|
|
2014
Q1 | $1.16M | Buy |
6,306
+90
| +1% | +$16.6K | 1.09% | 53 |
|
|
2013
Q4 | $1.11M | Buy |
+6,216
| New | +$1.11M | 1.06% | 52 |
|