Williams Jones Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,210
| Closed | -$560K | – | 550 |
|
|
2021
Q4 | $560K | Hold |
4,210
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $491K | Hold |
4,210
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $474K | Hold |
4,210
| – | – | 0.01% | 330 |
|
|
2021
Q1 | $407K | Hold |
4,210
| – | – | 0.01% | 338 |
|
|
2020
Q4 | $378K | Hold |
4,210
| – | – | 0.01% | 329 |
|
|
2020
Q3 | $331K | Hold |
4,210
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $318K | Buy |
4,210
+423
| +11% | +$32K | 0.01% | 317 |
|
|
2020
Q1 | $227K | Buy |
3,787
+22
| +0.6% | +$1.32K | 0.01% | 328 |
|
|
2019
Q4 | $284K | Hold |
3,765
| – | – | 0.01% | 366 |
|
|
2019
Q3 | $252K | Buy |
+3,765
| New | +$252K | 0.01% | 374 |
|