SWA
INFO
Sutton 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 |
-54
| Closed | -$7.18K | – | 1751 |
|
2021
Q4 | $7.18K | Buy |
54
+3
| +6% | +$399 | ﹤0.01% | 1016 |
|
2021
Q3 | $5.95K | Buy |
51
+3
| +6% | +$350 | ﹤0.01% | 1030 |
|
2021
Q2 | $5.41K | Hold |
48
| – | – | ﹤0.01% | 1032 |
|
2021
Q1 | $4.65K | Buy |
48
+7
| +17% | +$677 | ﹤0.01% | 1024 |
|
2020
Q4 | $3.68K | Buy |
41
+20
| +95% | +$1.8K | ﹤0.01% | 1026 |
|
2020
Q3 | $1.65K | Hold |
21
| – | – | ﹤0.01% | 1088 |
|
2020
Q2 | $1.59K | Buy |
21
+6
| +40% | +$453 | ﹤0.01% | 1082 |
|
2020
Q1 | $900 | Buy |
+15
| New | +$900 | ﹤0.01% | 1106 |
|