BerganKDV Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-90
| Closed | -$12K | – | 1133 |
|
|
2021
Q4 | $12K | Buy |
90
+32
| +55% | +$4.27K | ﹤0.01% | 639 |
|
|
2021
Q3 | $7K | Buy |
58
+42
| +263% | +$5.07K | ﹤0.01% | 711 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 869 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 822 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 922 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 890 |
|
|
2020
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 933 |
|