Oak Family Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,230
| Closed | -$562K | – | 163 |
|
2021
Q4 | $562K | Sell |
4,230
-634
| -13% | -$84.2K | 0.21% | 75 |
|
2021
Q3 | $567K | Buy |
4,864
+14
| +0.3% | +$1.63K | 0.21% | 68 |
|
2021
Q2 | $546K | Buy |
4,850
+212
| +5% | +$23.9K | 0.23% | 59 |
|
2021
Q1 | $449K | Buy |
4,638
+983
| +27% | +$95.2K | 0.2% | 64 |
|
2020
Q4 | $328K | Buy |
+3,655
| New | +$328K | 0.17% | 76 |
|