LWP
INFO
Lumature Wealth Partners’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 |
-3,008
| Closed | -$400K | – | 434 |
|
|
2021
Q4 | $400K | Buy |
3,008
+204
| +7% | +$27.1K | 0.16% | 106 |
|
|
2021
Q3 | $327K | Buy |
2,804
+331
| +13% | +$38.6K | 0.13% | 113 |
|
|
2021
Q2 | $279K | Buy |
2,473
+897
| +57% | +$101K | 0.12% | 118 |
|
|
2021
Q1 | $153K | Buy |
+1,576
| New | +$153K | 0.08% | 142 |
|