JFS Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$469 | – | 1989 |
|
|
2024
Q1 | $469 | Sell |
13
-3
| -19% | -$108 | ﹤0.01% | 1795 |
|
|
2023
Q4 | $565 | Hold |
16
| – | – | ﹤0.01% | 1780 |
|
|
2023
Q3 | $566 | Sell |
16
-6
| -27% | -$212 | ﹤0.01% | 1724 |
|
|
2023
Q2 | $1K | Buy |
22
+3
| +16% | +$137 | ﹤0.01% | 1606 |
|
|
2023
Q1 | $876 | Buy |
19
+1
| +6% | +$46 | ﹤0.01% | 1614 |
|
|
2022
Q4 | $700 | Sell |
18
-12
| -40% | -$467 | ﹤0.01% | 1677 |
|
|
2022
Q3 | $1K | Buy |
30
+13
| +76% | +$433 | ﹤0.01% | 1485 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1472 |
|