Truvvo Partners’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-18,775
| Closed | -$848K | – | 131 |
|
2017
Q4 | $848K | Hold |
18,775
| – | – | 0.29% | 73 |
|
2017
Q3 | $828K | Sell |
18,775
-5,342
| -22% | -$236K | 0.28% | 76 |
|
2017
Q2 | $1.07M | Hold |
24,117
| – | – | 0.39% | 60 |
|
2017
Q1 | $1.01M | Buy |
24,117
+442
| +2% | +$18.5K | 0.45% | 51 |
|
2016
Q4 | $838 | Buy |
23,675
+12,700
| +116% | +$450 | 0.29% | 61 |
|
2016
Q3 | $412K | Buy |
+10,975
| New | +$412K | 0.19% | 101 |
|