CWM
INFO
Curi Wealth Management’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 |
-4,301
| Closed | -$571K | – | 691 |
|
|
2021
Q4 | $571K | Hold |
4,301
| – | – | 0.1% | 64 |
|
|
2021
Q3 | $501K | Sell |
4,301
-384
| -8% | -$44.7K | 0.23% | 40 |
|
|
2021
Q2 | $527K | Hold |
4,685
| – | – | 0.26% | 40 |
|
|
2021
Q1 | $453K | Hold |
4,685
| – | – | 0.29% | 42 |
|
|
2020
Q4 | $420K | Buy |
+4,685
| New | +$420K | 0.3% | 39 |
|