XWM
Xcel Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,488
| Closed | -$601K | – | 117 |
|
|
2023
Q2 | $601K | Hold |
4,488
| – | – | 0.19% | 80 |
|
|
2023
Q1 | $588K | Buy |
4,488
+520
| +13% | +$68.2K | 0.21% | 76 |
|
|
2022
Q4 | $559K | Buy |
3,968
+485
| +14% | +$68.3K | 0.22% | 75 |
|
|
2022
Q3 | $414K | Buy |
3,483
+135
| +4% | +$16K | 0.15% | 87 |
|
|
2022
Q2 | $473K | Buy |
3,348
+157
| +5% | +$22.2K | 0.17% | 79 |
|
|
2022
Q1 | $415K | Buy |
3,191
+797
| +33% | +$104K | 0.11% | 108 |
|
|
2021
Q4 | $320K | Buy |
2,394
+392
| +20% | +$52.4K | 0.08% | 123 |
|
|
2021
Q3 | $278K | Buy |
2,002
+102
| +5% | +$14.2K | 0.08% | 125 |
|
|
2021
Q2 | $279K | Buy |
+1,900
| New | +$279K | 0.08% | 128 |
|