Valeo Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-630
| Closed | -$61K | – | 1950 |
|
2021
Q1 | $61K | Buy |
+630
| New | +$61K | ﹤0.01% | 757 |
|
2020
Q3 | – | Sell |
-736
| Closed | -$56K | – | 2180 |
|
2020
Q2 | $56K | Buy |
736
+12
| +2% | +$913 | 0.01% | 652 |
|
2020
Q1 | $47K | Buy |
724
+596
| +466% | +$38.7K | 0.01% | 612 |
|
2019
Q4 | $10K | Sell |
128
-58
| -31% | -$4.53K | ﹤0.01% | 1112 |
|
2019
Q3 | $12K | Hold |
186
| – | – | ﹤0.01% | 978 |
|
2019
Q2 | $12K | Hold |
186
| – | – | ﹤0.01% | 980 |
|
2019
Q1 | $10K | Hold |
186
| – | – | ﹤0.01% | 974 |
|
2018
Q4 | $9K | Hold |
186
| – | – | ﹤0.01% | 918 |
|
2018
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 973 |
|
2018
Q2 | $10K | Buy |
186
+7
| +4% | +$376 | ﹤0.01% | 944 |
|
2018
Q1 | $9K | Hold |
179
| – | – | ﹤0.01% | 967 |
|
2017
Q4 | $8K | Buy |
179
+92
| +106% | +$4.11K | ﹤0.01% | 887 |
|
2017
Q3 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 929 |
|