B. Riley Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Sell |
6,383
-1,690
| -21% | -$53.7K | 0.01% | 1040 |
|
|
2024
Q3 | $277K | Buy |
+8,073
| New | +$277K | 0.01% | 994 |
|
|
2023
Q2 | – | Sell |
-10,082
| Closed | -$340K | – | 1546 |
|
|
2023
Q1 | $340K | Sell |
10,082
-1,176
| -10% | -$39.7K | 0.01% | 1004 |
|
|
2022
Q4 | $349K | Sell |
11,258
-535
| -5% | -$16.6K | 0.01% | 960 |
|
|
2022
Q3 | $424K | Buy |
11,793
+6,057
| +106% | +$218K | 0.01% | 828 |
|
|
2022
Q2 | $220K | Buy |
5,736
+3
| +0.1% | +$115 | 0.01% | 1007 |
|
|
2022
Q1 | $254K | Buy |
5,733
+300
| +6% | +$13.3K | 0.01% | 1089 |
|
|
2021
Q4 | $221K | Sell |
5,433
-150
| -3% | -$6.1K | 0.01% | 1228 |
|
|
2021
Q3 | $209K | Sell |
5,583
-255
| -4% | -$9.55K | 0.01% | 1228 |
|
|
2021
Q2 | $217K | Buy |
5,838
+13
| +0.2% | +$483 | 0.01% | 1178 |
|
|
2021
Q1 | $207K | Buy |
+5,825
| New | +$207K | 0.01% | 1177 |
|
|
2015
Q1 | – | Sell |
-6,522
| Closed | -$108 | – | 719 |
|
|
2014
Q4 | $108 | Buy |
+6,522
| New | +$108 | ﹤0.01% | 1676 |
|
|
2014
Q3 | – | Sell |
-2,797
| Closed | -$46.3K | – | 775 |
|
|
2014
Q2 | $46.3K | Buy |
+2,797
| New | +$46.3K | 0.01% | 1066 |
|