Evermay Wealth Management’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 | $107K | Hold |
3,200
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $95.3K | Hold |
3,200
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $102K | Hold |
3,200
| – | – | 0.02% | 258 |
|
|
2024
Q3 | $112K | Hold |
3,200
| – | – | 0.02% | 257 |
|
|
2024
Q2 | $87.8K | Hold |
3,200
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $99.9K | Buy |
3,200
+2,850
| +814% | +$88.9K | 0.02% | 276 |
|
|
2023
Q4 | $11K | Buy |
350
+200
| +133% | +$6.3K | ﹤0.01% | 444 |
|
|
2023
Q3 | $4.41K | Hold |
150
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $5.48K | Hold |
150
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $5.07K | Hold |
150
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $4.65K | Sell |
150
-91
| -38% | -$2.82K | ﹤0.01% | 462 |
|
|
2022
Q3 | $9K | Hold |
241
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $9K | Sell |
241
-1,126
| -82% | -$42.1K | ﹤0.01% | 403 |
|
|
2022
Q1 | $60K | Hold |
1,367
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $55K | Hold |
1,367
| – | – | 0.01% | 265 |
|
|
2021
Q3 | $51K | Hold |
1,367
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $51K | Buy |
+1,367
| New | +$51K | 0.01% | 282 |
|