CWP
INFO
CFM 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 |
-2,329
| Closed | -$303K | – | 188 |
|
|
2021
Q4 | $303K | Hold |
2,329
| – | – | 0.07% | 146 |
|
|
2021
Q3 | $271K | Hold |
2,329
| – | – | 0.07% | 152 |
|
|
2021
Q2 | $262K | Buy |
2,329
+4
| +0.2% | +$450 | 0.07% | 148 |
|
|
2021
Q1 | $225K | Sell |
2,325
-183
| -7% | -$17.7K | 0.07% | 151 |
|
|
2020
Q4 | $225K | Sell |
2,508
-51
| -2% | -$4.58K | 0.07% | 146 |
|
|
2020
Q3 | $200K | Hold |
2,559
| – | – | 0.07% | 145 |
|
|
2020
Q2 | $193K | Sell |
2,559
-174
| -6% | -$13.1K | 0.07% | 149 |
|
|
2020
Q1 | $164K | Buy |
+2,733
| New | +$164K | 0.08% | 153 |
|