Wealthfront Advisers’s IHS Markit Ltd. Common Shares INFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,796
| Closed | -$3.83M | – | 830 |
|
|
2021
Q4 | $3.83M | Buy |
28,796
+1,963
| +7% | +$250K | 0.02% | 240 |
|
|
2021
Q3 | $3.13M | Buy |
26,833
+882
| +3% | +$104K | 0.01% | 243 |
|
|
2021
Q2 | $2.92M | Buy |
25,951
+213
| +0.8% | +$22.6K | 0.01% | 230 |
|
|
2021
Q1 | $2.49M | Buy |
25,738
+701
| +3% | +$64.1K | 0.01% | 217 |
|
|
2020
Q4 | $2.25M | Sell |
25,037
-206
| -0.8% | -$17.8K | 0.01% | 195 |
|
|
2020
Q3 | $1.98M | Sell |
25,243
-642
| -2% | -$51.1K | 0.01% | 183 |
|
|
2020
Q2 | $1.95M | Sell |
25,885
-11,097
| -30% | -$755K | 0.02% | 174 |
|
|
2020
Q1 | $2.22M | Buy |
36,982
+20,883
| +130% | +$1.5M | 0.02% | 129 |
|
|
2019
Q4 | $1.21M | Buy |
16,099
+1,635
| +11% | +$116K | 0.01% | 285 |
|
|
2019
Q3 | $967K | Buy |
14,464
+906
| +7% | +$59.2K | 0.01% | 298 |
|
|
2019
Q2 | $864K | Buy |
13,558
+827
| +6% | +$47.5K | 0.01% | 308 |
|
|
2019
Q1 | $692K | Sell |
12,731
-1,063
| -8% | -$55.6K | 0.01% | 319 |
|
|
2018
Q4 | $662K | Buy |
+13,794
| New | +$706K | 0.01% | 319 |
|