Avantax Planning Partners’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
17,189
| – | – | 0.02% | 248 |
|
|
2025
Q1 | $512K | Hold |
17,189
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $546K | Sell |
17,189
-540
| -3% | -$17.2K | 0.02% | 246 |
|
|
2024
Q3 | $621K | Hold |
17,729
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $486K | Hold |
17,729
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $553K | Hold |
17,729
| – | – | 0.02% | 281 |
|
|
2023
Q4 | $558K | Hold |
17,729
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $521K | Buy |
+17,729
| New | +$521K | 0.02% | 221 |
|
|
2018
Q4 | – | Sell |
-605
| Closed | -$14K | – | 381 |
|
|
2018
Q3 | $14K | Buy |
+605
| New | +$14K | ﹤0.01% | 784 |
|
|
2018
Q2 | – | Sell |
-773
| Closed | -$19K | – | 376 |
|
|
2018
Q1 | $19K | Buy |
+773
| New | +$19K | ﹤0.01% | 784 |
|