BWP
INFO
BSW Wealth Partners’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 |
-2,445
| Closed | -$325K | – | 309 |
|
|
2021
Q4 | $325K | Buy |
2,445
+424
| +21% | +$56.4K | 0.08% | 182 |
|
|
2021
Q3 | $236K | Buy |
2,021
+114
| +6% | +$13.3K | 0.07% | 219 |
|
|
2021
Q2 | $215K | Buy |
+1,907
| New | +$215K | 0.06% | 226 |
|
|
2021
Q1 | – | Sell |
-2,602
| Closed | -$234K | – | 231 |
|
|
2020
Q4 | $234K | Buy |
2,602
+15
| +0.6% | +$1.35K | 0.07% | 151 |
|
|
2020
Q3 | $203K | Sell |
2,587
-440
| -15% | -$34.5K | 0.08% | 139 |
|
|
2020
Q2 | $229K | Buy |
+3,027
| New | +$229K | 0.08% | 126 |
|