Zeke Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $727K | Sell |
5,160
-10
| -0.2% | -$1.41K | 0.05% | 188 |
|
2022
Q3 | $615K | Buy |
5,170
+166
| +3% | +$19.7K | 0.04% | 180 |
|
2022
Q2 | $707K | Buy |
5,004
+1
| +0% | +$141 | 0.05% | 166 |
|
2022
Q1 | $651K | Buy |
+5,003
| New | +$651K | 0.03% | 187 |
|
2018
Q4 | – | Sell |
-20,531
| Closed | -$2.97M | – | 592 |
|
2018
Q3 | $2.97M | Buy |
20,531
+10,670
| +108% | +$1.54M | 0.24% | 69 |
|
2018
Q2 | $1.32M | Sell |
9,861
-16,095
| -62% | -$2.15M | 0.12% | 140 |
|
2018
Q1 | $3.81M | Buy |
25,956
+6,320
| +32% | +$927K | 0.35% | 54 |
|
2017
Q4 | $2.88M | Buy |
19,636
+5,608
| +40% | +$823K | 0.3% | 59 |
|
2017
Q3 | $1.95M | Buy |
14,028
+4,252
| +43% | +$590K | 0.27% | 65 |
|
2017
Q2 | $1.44M | Buy |
9,776
+1,486
| +18% | +$219K | 0.28% | 53 |
|
2017
Q1 | $1.38M | Buy |
8,290
+1,744
| +27% | +$290K | 0.28% | 43 |
|
2016
Q4 | $1.04M | Buy |
6,546
+4,363
| +200% | +$693K | 0.28% | 41 |
|
2016
Q3 | $314K | Buy |
+2,183
| New | +$314K | 0.14% | 57 |
|