OWA
INFO
Outlook 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 |
-9,347
| Closed | -$1.24M | – | 216 |
|
|
2021
Q4 | $1.24M | Sell |
9,347
-2
| -0% | -$266 | 0.36% | 58 |
|
|
2021
Q3 | $1.09M | Buy |
9,349
+2
| +0% | +$233 | 0.36% | 68 |
|
|
2021
Q2 | $1.05M | Hold |
9,347
| – | – | 0.34% | 74 |
|
|
2021
Q1 | $905K | Hold |
9,347
| – | – | 0.31% | 75 |
|
|
2020
Q4 | $840K | Sell |
9,347
-1,265
| -12% | -$114K | 0.31% | 79 |
|
|
2020
Q3 | $833K | Hold |
10,612
| – | – | 0.33% | 64 |
|
|
2020
Q2 | $801K | Sell |
10,612
-10,612
| -50% | -$801K | 0.34% | 66 |
|
|
2020
Q1 | $1.27M | Buy |
21,224
+7,882
| +59% | +$473K | 0.72% | 36 |
|
|
2019
Q4 | $1.01M | Buy |
13,342
+6,828
| +105% | +$514K | 0.57% | 38 |
|
|
2019
Q3 | $436K | Sell |
6,514
-579
| -8% | -$38.8K | 0.26% | 89 |
|
|
2019
Q2 | $452K | Buy |
+7,093
| New | +$452K | 0.3% | 82 |
|
|
2019
Q1 | – | Sell |
-1,419
| Closed | -$681K | – | 194 |
|
|
2018
Q4 | $681K | Buy |
+1,419
| New | +$681K | 0.31% | 78 |
|