SWA
INFO
SOA 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 |
-1,489
| Closed | -$197K | – | 1040 |
|
|
2021
Q4 | $197K | Hold |
1,489
| – | – | 0.05% | 156 |
|
|
2021
Q3 | $173K | Buy |
1,489
+3
| +0.2% | +$349 | 0.04% | 166 |
|
|
2021
Q2 | $167K | Buy |
1,486
+807
| +119% | +$90.7K | 0.04% | 170 |
|
|
2021
Q1 | $65K | Buy |
679
+109
| +19% | +$10.4K | 0.02% | 240 |
|
|
2020
Q4 | $52K | Buy |
+570
| New | +$52K | 0.01% | 259 |
|