JPWM
Jamison Private Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Hold |
58,619
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $1.75M | Sell |
58,619
-972
| -2% | -$29K | 0.27% | 87 |
|
|
2024
Q4 | $1.89M | Hold |
59,591
| – | – | 0.28% | 79 |
|
|
2024
Q3 | $2.09M | Sell |
59,591
-256
| -0.4% | -$8.97K | 0.32% | 75 |
|
|
2024
Q2 | $1.64M | Hold |
59,847
| – | – | 0.27% | 80 |
|
|
2024
Q1 | $1.87M | Hold |
59,847
| – | – | 0.32% | 74 |
|
|
2023
Q4 | $1.88M | Sell |
59,847
-1,538
| -3% | -$48.4K | 0.35% | 70 |
|
|
2023
Q3 | $1.8M | Buy |
+61,385
| New | +$1.8M | 0.37% | 70 |
|