Pinnacle Wealth Planning Services’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,201
| Closed | -$559K | – | 493 |
|
|
2021
Q4 | $559K | Buy |
4,201
+241
| +6% | +$30.7K | 0.11% | 144 |
|
|
2021
Q3 | $462K | Buy |
3,960
+1
| +0% | +$118 | 0.1% | 156 |
|
|
2021
Q2 | $446K | Sell |
3,959
-26
| -0.7% | -$2.76K | 0.11% | 158 |
|
|
2021
Q1 | $386K | Sell |
3,985
-27
| -0.7% | -$2.47K | 0.1% | 172 |
|
|
2020
Q4 | $360K | Sell |
4,012
-93
| -2% | -$8.06K | 0.09% | 160 |
|
|
2020
Q3 | $322K | Buy |
4,105
+169
| +4% | +$13.5K | 0.11% | 153 |
|
|
2020
Q2 | $298K | Buy |
3,936
+398
| +11% | +$27.1K | 0.1% | 162 |
|
|
2020
Q1 | $211K | Buy |
3,538
+306
| +9% | +$22K | 0.1% | 182 |
|
|
2019
Q4 | $243K | Buy |
3,232
+140
| +5% | +$9.96K | 0.11% | 181 |
|
|
2019
Q3 | $206K | Buy |
+3,092
| New | +$202K | 0.11% | 178 |
|