Avantax Planning Partners’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Hold |
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|
2025
Q2 | $576K | Hold |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $521K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $19K | Buy |
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