CWM
Concentric Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,300
| Closed | -$205K | – | 127 |
|
|
2020
Q3 | $205K | Buy |
+4,300
| New | +$205K | 0.09% | 120 |
|
|
2020
Q2 | – | Sell |
-7,700
| Closed | -$277K | – | 116 |
|
|
2020
Q1 | $277K | Hold |
7,700
| – | – | 0.15% | 100 |
|
|
2019
Q4 | $385K | Buy |
+7,700
| New | +$385K | 0.17% | 98 |
|