Heritage Wealth Advisors’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 | $31.8K | Buy |
950
+200
| +27% | +$6.7K | ﹤0.01% | 331 |
|
|
2025
Q1 | $22.3K | Hold |
750
| – | – | ﹤0.01% | 358 |
|
|
2024
Q4 | $23.8K | Hold |
750
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $26.3K | Buy |
750
+200
| +36% | +$7.01K | ﹤0.01% | 374 |
|
|
2024
Q2 | $15.1K | Hold |
550
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $17.2K | Sell |
550
-450
| -45% | -$14K | ﹤0.01% | 405 |
|
|
2023
Q4 | $31.5K | Buy |
+1,000
| New | +$31.5K | ﹤0.01% | 374 |
|
|
2020
Q1 | – | Sell |
-60,386
| Closed | -$1.8M | – | 457 |
|
|
2019
Q4 | $1.8M | Buy |
60,386
+4,066
| +7% | +$121K | 0.24% | 38 |
|
|
2019
Q3 | $1.66M | Buy |
56,320
+299
| +0.5% | +$8.83K | 0.25% | 39 |
|
|
2019
Q2 | $1.43M | Buy |
56,021
+833
| +2% | +$21.3K | 0.22% | 43 |
|
|
2019
Q1 | $1.38M | Sell |
55,188
-39,762
| -42% | -$991K | 0.23% | 42 |
|
|
2018
Q4 | $1.95M | Buy |
94,950
+890
| +0.9% | +$18.3K | 0.38% | 34 |
|
|
2018
Q3 | $2.23M | Buy |
+94,060
| New | +$2.23M | 0.44% | 31 |
|