XCEL WEALTH MANAGEMENT, LLC – International Business Machines Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$414,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-15.85%
quarter
International Business Machines Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.03% | 135 shares | -59K | $118.81 | 3.48K |
| Q2 2022 | share | Increase | +4.92% | 157 shares | 58K | $141.19 | 3.34K |
| Q1 2022 | share | Increase | +33.29% | 797 shares | 95K | $130.02 | 3.19K |
| Q4 2021 | share | Increase | +14.27% | 299 shares | 42K | $133.91 | 2.39K |
| Q3 2021 | share | Increase | +5.38% | 107 shares | -1K | $131.04 | 2.09K |
| Q2 2021 | share | Increase | 0.00% | 1.98K shares | 279K | $136.68 | 1.98K |