McKinley Carter Wealth Services’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,291
| Closed | -$202K | – | 283 |
|
|
2022
Q2 | $202K | Sell |
5,291
-1
| -0% | -$38 | 0.02% | 285 |
|
|
2022
Q1 | $234K | Hold |
5,292
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $215K | Buy |
+5,292
| New | +$215K | 0.02% | 280 |
|
|
2021
Q3 | – | Sell |
-6,015
| Closed | -$223K | – | 288 |
|
|
2021
Q2 | $223K | Hold |
6,015
| – | – | 0.02% | 268 |
|
|
2021
Q1 | $213K | Sell |
6,015
-408
| -6% | -$14.4K | 0.02% | 276 |
|
|
2020
Q4 | $211K | Buy |
+6,423
| New | +$211K | 0.03% | 247 |
|
|
2018
Q2 | – | Sell |
-8,412
| Closed | -$209K | – | 185 |
|
|
2018
Q1 | $209K | Buy |
8,412
+219
| +3% | +$5.44K | 0.07% | 153 |
|
|
2017
Q4 | $219K | Hold |
8,193
| – | – | 0.08% | 147 |
|
|
2017
Q3 | $210K | Buy |
+8,193
| New | +$210K | 0.08% | 139 |
|