Y-Intercept (HK)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,171
| Closed | -$2.41M | – | 1409 |
|
|
2023
Q3 | $2.41M | Buy |
+17,171
| New | +$2.41M | 0.24% | 104 |
|
|
2022
Q2 | – | Sell |
-5,004
| Closed | -$651K | – | 1005 |
|
|
2022
Q1 | $651K | Sell |
5,004
-3,903
| -44% | -$508K | 0.15% | 193 |
|
|
2021
Q4 | $1.19M | Buy |
8,907
+5,890
| +195% | +$788K | 0.28% | 90 |
|
|
2021
Q3 | $401K | Buy |
+3,017
| New | +$401K | 0.07% | 394 |
|
|
2021
Q2 | – | Sell |
-15,457
| Closed | -$1.99M | – | 742 |
|
|
2021
Q1 | $1.99M | Buy |
15,457
+12,082
| +358% | +$1.56M | 0.53% | 31 |
|
|
2020
Q4 | $401K | Buy |
+3,375
| New | +$401K | 0.17% | 215 |
|