OWP
INFO
Obermeyer 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 |
-3,023
| Closed | -$402K | – | 247 |
|
2021
Q4 | $402K | Hold |
3,023
| – | – | 0.02% | 135 |
|
2021
Q3 | $353K | Hold |
3,023
| – | – | 0.02% | 149 |
|
2021
Q2 | $341K | Hold |
3,023
| – | – | 0.02% | 157 |
|
2021
Q1 | $293K | Buy |
+3,023
| New | +$293K | 0.02% | 167 |
|