CWM
INFO

Curi Wealth Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Curi Wealth Management’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$45.3K 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 +$406K 0.3% 39

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PI
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