HWMA
INFO

Heritage Wealth Management (Arizona)’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$332K Sell
2,843
-4,715
-62% -$551K 0.12% 140
2021
Q2 		$851K Buy
+7,558
New +$851K 0.32% 63