SWM
INFO
Sculati Wealth Management’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 |
-2,321
| Closed | -$309K | – | 122 |
|
|
2021
Q4 | $309K | Hold |
2,321
| – | – | 0.15% | 94 |
|
|
2021
Q3 | $271K | Hold |
2,321
| – | – | 0.14% | 96 |
|
|
2021
Q2 | $261K | Sell |
2,321
-94
| -4% | -$10.6K | 0.14% | 96 |
|
|
2021
Q1 | $234K | Sell |
2,415
-55
| -2% | -$5.33K | 0.13% | 103 |
|
|
2020
Q4 | $222K | Buy |
+2,470
| New | +$222K | 0.15% | 97 |
|
|
2020
Q3 | – | Sell |
-3,413
| Closed | -$258K | – | 106 |
|
|
2020
Q2 | $258K | Hold |
3,413
| – | – | 0.22% | 80 |
|
|
2020
Q1 | $205K | Hold |
3,413
| – | – | 0.23% | 89 |
|
|
2019
Q4 | $257K | Buy |
+3,413
| New | +$257K | 0.23% | 79 |
|