CWA
IHS
Constellation Wealth Advisors’s IHS INC CL-A COM STK IHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-22,976
| Closed | -$2.96M | – | 167 |
|
|
2015
Q2 | $2.96M | Sell |
22,976
-684
| -3% | -$88K | 0.25% | 74 |
|
|
2015
Q1 | $2.69M | Buy |
23,660
+3,030
| +15% | +$345K | 0.24% | 78 |
|
|
2014
Q4 | $2.35M | Hold |
20,630
| – | – | 0.2% | 77 |
|
|
2014
Q3 | $2.58M | Buy |
20,630
+239
| +1% | +$29.9K | 0.24% | 71 |
|
|
2014
Q2 | $2.77M | Sell |
20,391
-729
| -3% | -$98.9K | 0.31% | 72 |
|
|
2014
Q1 | $2.57M | Buy |
21,120
+144
| +0.7% | +$17.5K | 0.25% | 91 |
|
|
2013
Q4 | $2.51M | Buy |
20,976
+584
| +3% | +$69.9K | 0.24% | 98 |
|
|
2013
Q3 | $2.33M | Buy |
20,392
+1,401
| +7% | +$160K | 0.27% | 94 |
|
|
2013
Q2 | $1.98M | Buy |
+18,991
| New | +$1.98M | 0.24% | 93 |
|