Wealthspire Advisors (Maryland)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,552
| Closed | -$84K | – | 2356 |
|
2019
Q1 | $84K | Sell |
1,552
-36
| -2% | -$1.95K | 0.01% | 706 |
|
2018
Q4 | $76K | Buy |
1,588
+113
| +8% | +$5.41K | 0.01% | 701 |
|
2018
Q3 | $80K | Buy |
1,475
+29
| +2% | +$1.57K | 0.01% | 780 |
|
2018
Q2 | $75K | Buy |
1,446
+33
| +2% | +$1.71K | 0.01% | 816 |
|
2018
Q1 | $68K | Buy |
1,413
+226
| +19% | +$10.9K | 0.01% | 873 |
|
2017
Q4 | $54K | Sell |
1,187
-60
| -5% | -$2.73K | 0.01% | 975 |
|
2017
Q3 | $55K | Buy |
1,247
+52
| +4% | +$2.29K | 0.01% | 943 |
|
2017
Q2 | $53K | Buy |
1,195
+180
| +18% | +$7.98K | 0.01% | 934 |
|
2017
Q1 | $43K | Sell |
1,015
-160
| -14% | -$6.78K | 0.01% | 844 |
|
2016
Q4 | $42K | Buy |
+1,175
| New | +$42K | 0.01% | 822 |
|