Yorktown Management & Research Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20,920
| Closed | -$2.82M | – | 323 |
|
|
2019
Q1 | $2.82M | Sell |
20,920
-26,150
| -56% | -$3.53M | 0.91% | 20 |
|
|
2018
Q4 | $5.12M | Hold |
47,070
| – | – | 1.7% | 8 |
|
|
2018
Q3 | $6.8M | Hold |
47,070
| – | – | 1.99% | 6 |
|
|
2018
Q2 | $6.29M | Sell |
47,070
-1,569
| -3% | -$210K | 1.82% | 7 |
|
|
2018
Q1 | $7.13M | Hold |
48,639
| – | – | 2.11% | 5 |
|
|
2017
Q4 | $7.13M | Buy |
48,639
+47,070
| +3,000% | +$6.9M | 2.06% | 4 |
|
|
2017
Q3 | $218K | Hold |
1,569
| – | – | 0.06% | 354 |
|
|
2017
Q2 | $231K | Hold |
1,569
| – | – | 0.07% | 260 |
|
|
2017
Q1 | $261K | Hold |
1,569
| – | – | 0.07% | 232 |
|
|
2016
Q4 | $249K | Buy |
+1,569
| New | +$249K | 0.06% | 255 |
|
|
2015
Q4 | – | Sell |
-14,121
| Closed | -$1.96M | – | 420 |
|
|
2015
Q3 | $1.96M | Buy |
+14,121
| New | +$1.96M | 0.32% | 120 |
|