J.P. Morgan Private Wealth Advisors’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 |
-55,928
| Closed | -$7.43M | – | 2107 |
|
|
2021
Q4 | $7.43M | Buy |
55,928
+37,652
| +206% | +$5M | 0.02% | 509 |
|
|
2021
Q3 | $2.13M | Sell |
18,276
-58
| -0.3% | -$6.76K | 0.01% | 873 |
|
|
2021
Q2 | $2.07M | Sell |
18,334
-1,574
| -8% | -$177K | 0.01% | 866 |
|
|
2021
Q1 | $1.93M | Sell |
19,908
-2,052
| -9% | -$199K | 0.01% | 783 |
|
|
2020
Q4 | $1.97M | Buy |
21,960
+374
| +2% | +$33.6K | 0.01% | 731 |
|
|
2020
Q3 | $1.7M | Buy |
21,586
+587
| +3% | +$46.1K | 0.01% | 702 |
|
|
2020
Q2 | $1.59M | Sell |
20,999
-2,005
| -9% | -$151K | 0.01% | 650 |
|
|
2020
Q1 | $1.38M | Sell |
23,004
-2,503
| -10% | -$150K | 0.01% | 623 |
|
|
2019
Q4 | $1.92M | Buy |
25,507
+9,430
| +59% | +$711K | 0.01% | 623 |
|
|
2019
Q3 | $1.08M | Buy |
16,077
+6,417
| +66% | +$429K | 0.01% | 727 |
|
|
2019
Q2 | $616K | Sell |
9,660
-206
| -2% | -$13.1K | ﹤0.01% | 909 |
|
|
2019
Q1 | $537K | Buy |
9,866
+3,415
| +53% | +$186K | ﹤0.01% | 1007 |
|
|
2018
Q4 | $309K | Sell |
6,451
-3,392
| -34% | -$162K | ﹤0.01% | 1158 |
|
|
2018
Q3 | $531K | Sell |
9,843
-794
| -7% | -$42.8K | ﹤0.01% | 1051 |
|
|
2018
Q2 | $548K | Buy |
10,637
+3,917
| +58% | +$202K | ﹤0.01% | 978 |
|
|
2018
Q1 | $325K | Buy |
+6,720
| New | +$325K | ﹤0.01% | 1016 |
|
|
2017
Q2 | – | Sell |
-8,802
| Closed | -$369K | – | 1380 |
|
|
2017
Q1 | $369K | Buy |
8,802
+2,675
| +44% | +$112K | ﹤0.01% | 985 |
|
|
2016
Q4 | $217K | Sell |
6,127
-85,257
| -93% | -$3.02M | ﹤0.01% | 1133 |
|
|
2016
Q3 | $3.43M | Buy |
91,384
+79,491
| +668% | +$2.99M | 0.03% | 337 |
|
|
2016
Q2 | $388K | Buy |
11,893
+780
| +7% | +$25.4K | ﹤0.01% | 876 |
|
|
2016
Q1 | $393K | Sell |
11,113
-1,429
| -11% | -$50.5K | ﹤0.01% | 836 |
|
|
2015
Q4 | $378K | Buy |
12,542
+2,912
| +30% | +$87.8K | ﹤0.01% | 784 |
|
|
2015
Q3 | $279K | Buy |
9,630
+331
| +4% | +$9.59K | ﹤0.01% | 817 |
|
|
2015
Q2 | $238K | Buy |
+9,299
| New | +$238K | ﹤0.01% | 924 |
|