Laurel Wealth Advisors (California)’s Brookfield Infrastructure BIPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.47M | Buy |
37,880
+31,850
| +528% | +$1.24M | 0.15% | 160 |
|
2022
Q3 | $245K | Sell |
6,030
-75
| -1% | -$3.05K | 0.03% | 552 |
|
2022
Q2 | $259K | Sell |
6,105
-2
| -0% | -$85 | 0.03% | 540 |
|
2022
Q1 | $307K | Sell |
6,107
-1,077
| -15% | -$54.1K | 0.03% | 568 |
|
2021
Q4 | $327K | Hold |
7,184
| – | – | 0.03% | 590 |
|
2021
Q3 | $287K | Sell |
7,184
-94
| -1% | -$3.76K | 0.05% | 347 |
|
2021
Q2 | $366K | Sell |
7,278
-3,518
| -33% | -$177K | 0.05% | 353 |
|
2021
Q1 | $550K | Sell |
10,796
-17,556
| -62% | -$894K | 0.08% | 238 |
|
2020
Q4 | $1.37M | Sell |
28,352
-20,302
| -42% | -$979K | 0.2% | 119 |
|
2020
Q3 | $1.8M | Buy |
+48,654
| New | +$1.8M | 0.3% | 80 |
|