RWA
INFO
Ropes 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 |
-3,839
| Closed | -$510K | – | 311 |
|
|
2021
Q4 | $510K | Hold |
3,839
| – | – | 0.09% | 164 |
|
|
2021
Q3 | $448K | Sell |
3,839
-2
| -0.1% | -$233 | 0.07% | 186 |
|
|
2021
Q2 | $433K | Buy |
3,841
+336
| +10% | +$37.9K | 0.07% | 187 |
|
|
2021
Q1 | $367K | Sell |
3,505
-102
| -3% | -$10.7K | 0.06% | 189 |
|
|
2020
Q4 | $324K | Buy |
3,607
+4
| +0.1% | +$359 | 0.05% | 187 |
|
|
2020
Q3 | $283K | Hold |
3,603
| – | – | 0.05% | 174 |
|
|
2020
Q2 | $272K | Hold |
3,603
| – | – | 0.06% | 173 |
|
|
2020
Q1 | $216K | Hold |
3,603
| – | – | 0.05% | 172 |
|
|
2019
Q4 | $271K | Hold |
3,603
| – | – | 0.06% | 184 |
|
|
2019
Q3 | $241K | Hold |
3,603
| – | – | 0.05% | 201 |
|
|
2019
Q2 | $230K | Hold |
3,603
| – | – | 0.05% | 207 |
|
|
2019
Q1 | $196K | Hold |
3,603
| – | – | 0.05% | 219 |
|
|
2018
Q4 | $173K | Hold |
3,603
| – | – | 0.05% | 219 |
|
|
2018
Q3 | $194K | Hold |
3,603
| – | – | 0.05% | 230 |
|
|
2018
Q2 | $186K | Hold |
3,603
| – | – | 0.05% | 232 |
|
|
2018
Q1 | $174K | Hold |
3,603
| – | – | 0.05% | 231 |
|
|
2017
Q4 | $163K | Hold |
3,603
| – | – | 0.04% | 231 |
|
|
2017
Q3 | $159K | Buy |
3,603
+1,125
| +45% | +$49.6K | 0.04% | 232 |
|
|
2017
Q2 | $109K | Hold |
2,478
| – | – | 0.03% | 261 |
|
|
2017
Q1 | $104K | Sell |
2,478
-750
| -23% | -$31.5K | 0.03% | 265 |
|
|
2016
Q4 | $114K | Buy |
3,228
+750
| +30% | +$26.5K | 0.04% | 245 |
|
|
2016
Q3 | $93K | Buy |
+2,478
| New | +$93K | 0.03% | 251 |
|