J.W. Cole 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 | $426K | Buy |
12,722
+209
| +2% | +$7K | 0.01% | 976 |
|
2025
Q1 | $373K | Buy |
+12,513
| New | +$373K | 0.01% | 870 |
|
2020
Q4 | – | Sell |
-14,165
| Closed | -$450K | – | 657 |
|
2020
Q3 | $450K | Buy |
+14,165
| New | +$450K | 0.03% | 438 |
|
2020
Q1 | – | Sell |
-7,837
| Closed | -$233K | – | 141 |
|
2019
Q4 | $233K | Buy |
+7,837
| New | +$233K | 0.03% | 485 |
|