WAM
INFO

Wealthspire Advisors (Maryland)’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,552
Closed -$84K – 2358
2019
Q1 		$84K Sell
1,552
-36
-2% -$1.88K 0.01% 706
2018
Q4 		$76K Buy
1,588
+113
+8% +$5.78K 0.01% 702
2018
Q3 		$80K Buy
1,475
+29
+2% +$1.56K 0.01% 782
2018
Q2 		$75K Buy
1,446
+33
+2% +$1.65K 0.01% 817
2018
Q1 		$68K Buy
1,413
+226
+19% +$10.7K 0.01% 873
2017
Q4 		$54K Sell
1,187
-60
-5% -$2.65K 0.01% 975
2017
Q3 		$55K Buy
1,247
+52
+4% +$2.4K 0.01% 943
2017
Q2 		$53K Buy
1,195
+180
+18% +$8.02K 0.01% 934
2017
Q1 		$43K Sell
1,015
-160
-14% -$6.33K 0.01% 844
2016
Q4 		$42K Buy
+1,175
New +$42.2K 0.01% 822

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