Plante Moran Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-546
| Closed | -$16.1K | – | 822 |
|
|
2023
Q3 | $16.1K | Hold |
546
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $19.9K | Hold |
546
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $18.4K | Hold |
546
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $16.9K | Hold |
546
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $20K | Hold |
546
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $21K | Hold |
546
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $24K | Sell |
546
-153
| -22% | -$6.73K | ﹤0.01% | 453 |
|
|
2021
Q4 | $28K | Buy |
699
+178
| +34% | +$7.13K | ﹤0.01% | 478 |
|
|
2021
Q3 | $19K | Sell |
521
-175
| -25% | -$6.38K | ﹤0.01% | 572 |
|
|
2021
Q2 | $26K | Hold |
696
| – | – | 0.01% | 501 |
|
|
2021
Q1 | $25K | Hold |
696
| – | – | 0.01% | 499 |
|
|
2020
Q4 | $23K | Buy |
696
+105
| +18% | +$3.47K | 0.01% | 498 |
|
|
2020
Q3 | $19K | Buy |
591
+79
| +15% | +$2.54K | 0.01% | 502 |
|
|
2020
Q2 | $14K | Buy |
512
+176
| +52% | +$4.81K | 0.01% | 483 |
|
|
2020
Q1 | $8K | Buy |
336
+34
| +11% | +$810 | ﹤0.01% | 517 |
|
|
2019
Q4 | $9K | Buy |
+302
| New | +$9K | ﹤0.01% | 553 |
|