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Jeppson Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Jeppson Wealth Management’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-225
Closed -$7K – 164
2020
Q3 		$7K Buy
+225
New +$6.62K 0.01% 421

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Jeppson Wealth Management's BIP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2020, closing a stake of 225 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in BIP in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 322 funds tracked by Wall St. Rank hold BIP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 225 Brookfield Infrastructure Partners shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Brookfield Infrastructure Partners position peaked at $7K in Q3 2020.
  • 322 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.