MWA
INFO
Meridian 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 |
-18,741
| Closed | -$2.49M | – | 221 |
|
|
2021
Q4 | $2.49M | Buy |
18,741
+1,527
| +9% | +$203K | 0.61% | 43 |
|
|
2021
Q3 | $2.01M | Buy |
17,214
+679
| +4% | +$79.2K | 0.56% | 47 |
|
|
2021
Q2 | $1.86M | Buy |
16,535
+955
| +6% | +$108K | 0.53% | 51 |
|
|
2021
Q1 | $1.51M | Buy |
15,580
+5,294
| +51% | +$512K | 0.5% | 55 |
|
|
2020
Q4 | $924K | Buy |
10,286
+3,416
| +50% | +$307K | 0.34% | 67 |
|
|
2020
Q3 | $539K | Buy |
+6,870
| New | +$539K | 0.23% | 93 |
|