B. Riley Wealth Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,219
| Closed | -$428K | – | 1541 |
|
|
2021
Q4 | $428K | Buy |
3,219
+24
| +0.8% | +$3.06K | 0.01% | 903 |
|
|
2021
Q3 | $373K | Sell |
3,195
-457
| -13% | -$54K | 0.01% | 928 |
|
|
2021
Q2 | $412K | Buy |
3,652
+113
| +3% | +$12K | 0.01% | 864 |
|
|
2021
Q1 | $344K | Sell |
3,539
-268
| -7% | -$24.5K | 0.01% | 925 |
|
|
2020
Q4 | $344K | Sell |
3,807
-109
| -3% | -$9.44K | 0.02% | 682 |
|
|
2020
Q3 | $309K | Buy |
3,916
+114
| +3% | +$9.08K | 0.02% | 709 |
|
|
2020
Q2 | $289K | Sell |
3,802
-45
| -1% | -$3.06K | 0.02% | 645 |
|
|
2020
Q1 | $233K | Buy |
3,847
+454
| +13% | +$32.7K | 0.02% | 618 |
|
|
2019
Q4 | $257K | Buy |
+3,393
| New | +$241K | 0.02% | 666 |
|
|
2019
Q3 | – | Sell |
-5,857
| Closed | -$375K | – | 865 |
|
|
2019
Q2 | $375K | Buy |
+5,857
| New | +$336K | 0.04% | 483 |
|