Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,551
| Closed | -$2.2M | – | 4005 |
|
|
2021
Q4 | $2.2M | Buy |
+16,551
| New | +$2.2M | 0.02% | 413 |
|
|
2021
Q2 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2021
Q1 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2020
Q4 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2020
Q3 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2020
Q2 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2020
Q1 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2019
Q4 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2019
Q3 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $2.97M | Hold |
26,335
| – | – | 0.02% | 351 |
|
|
2019
Q1 | $2.97M | Buy |
26,335
+25,871
| +5,576% | +$2.91M | 0.02% | 351 |
|
|
2018
Q4 | $22K | Buy |
464
+219
| +89% | +$10.4K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $13K | Hold |
245
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q2 | $13K | Buy |
+245
| New | +$13K | ﹤0.01% | 937 |
|
|
2017
Q4 | – | Sell |
-68
| Closed | -$3K | – | 1611 |
|
|
2017
Q3 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 1243 |
|