Finer 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
2024
Q1
Sell
-6,427
Closed -$202K 80
2023
Q4
$202K Sell
6,427
-2,215
-26% -$69.8K 0.15% 79
2023
Q3
$254K Sell
8,642
-1,423
-14% -$41.8K 0.2% 69
2023
Q2
$367K Sell
10,065
-1,090
-10% -$39.8K 0.29% 59
2023
Q1
$377K Sell
11,155
-114
-1% -$3.85K 0.32% 60
2022
Q4
$349K Sell
11,269
-5,279
-32% -$164K 0.33% 61
2022
Q3
$594K Sell
16,548
-3
-0% -$108 0.58% 43
2022
Q2
$633K Buy
16,551
+8,124
+96% +$311K 0.58% 44
2022
Q1
$372K Buy
+8,427
New +$372K 0.3% 65