Brandywine Oak Private Wealth’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,449
| Closed | -$259K | – | 265 |
|
|
2019
Q4 | $259K | Sell |
3,449
-14
| -0.4% | -$1.05K | 0.05% | 208 |
|
|
2019
Q3 | $231K | Sell |
3,463
-195
| -5% | -$13K | 0.04% | 206 |
|
|
2019
Q2 | $233K | Buy |
+3,658
| New | +$233K | 0.05% | 198 |
|
|
2019
Q1 | – | Sell |
-1,206
| Closed | -$57K | – | 692 |
|
|
2018
Q4 | $57K | Buy |
+1,206
| New | +$57K | 0.01% | 347 |
|