MGWM
INFO
Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-120,165
| Closed | -$11.6M | – | 279 |
|
|
2021
Q1 | $11.6M | Buy |
120,165
+23,544
| +24% | +$2.28M | 1.72% | 4 |
|
|
2020
Q4 | $8.68M | Buy |
96,621
+2,651
| +3% | +$238K | 1.35% | 8 |
|
|
2020
Q3 | $7.38M | Buy |
93,970
+40,024
| +74% | +$3.14M | 1.33% | 9 |
|
|
2020
Q2 | $4.08M | Buy |
53,946
+8,062
| +18% | +$610K | 0.83% | 53 |
|
|
2020
Q1 | $2.76M | Buy |
45,884
+7,845
| +21% | +$471K | 0.71% | 70 |
|
|
2019
Q4 | $2.87M | Buy |
+38,039
| New | +$2.87M | 0.56% | 81 |
|