EP Wealth Advisors’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
Q2 | $370K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $608K | Buy |
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