EWM
Evermay Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Hold |
249
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $9.01K | Hold |
249
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $9.96K | Hold |
249
| – | – | ﹤0.01% | 446 |
|
|
2024
Q3 | $10.8K | Hold |
249
| – | – | ﹤0.01% | 452 |
|
|
2024
Q2 | $8.38K | Hold |
249
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $8.97K | Buy |
+249
| New | +$8.97K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-1,516
| Closed | -$62K | – | 571 |
|
|
2022
Q3 | $62K | Hold |
1,516
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $64K | Buy |
1,516
+1,422
| +1,513% | +$60K | 0.01% | 256 |
|
|
2022
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 434 |
|
|
2021
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $7K | Buy |
+94
| New | +$7K | ﹤0.01% | 425 |
|