Heritage 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
Q3 | $31.2K | Hold |
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|
2025
Q2 | $31.8K | Buy |
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|
2025
Q1 | $22.3K | Hold |
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|
2024
Q4 | $23.8K | Hold |
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|
2024
Q3 | $26.3K | Buy |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $17.2K | Sell |
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|
2023
Q4 | $31.5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.95M | Buy |
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|
2018
Q3 | $2.23M | Buy |
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