Sweet Financial Partners’s IHS Holding IHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $242K | Hold |
81,000
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $259K | Hold |
81,000
| – | – | 0.06% | 169 |
|
|
2024
Q1 | $286K | Buy |
81,000
+11,000
| +16% | +$38.8K | 0.07% | 168 |
|
|
2023
Q4 | $322K | Buy |
70,000
+2,500
| +4% | +$11.5K | 0.08% | 153 |
|
|
2023
Q3 | $375K | Buy |
67,500
+25,000
| +59% | +$139K | 0.1% | 129 |
|
|
2023
Q2 | $416K | Hold |
42,500
| – | – | 0.11% | 117 |
|
|
2023
Q1 | $372K | Hold |
42,500
| – | – | 0.1% | 121 |
|
|
2022
Q4 | $261K | Buy |
42,500
+15,000
| +55% | +$92.3K | 0.08% | 147 |
|
|
2022
Q3 | $153K | Buy |
+27,500
| New | +$153K | 0.05% | 163 |
|