SHFA
SC&H Financial Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
8,182
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $244K | Hold |
8,182
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $260K | Hold |
8,182
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $287K | Hold |
8,182
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $225K | Hold |
8,182
| – | – | 0.06% | 133 |
|
|
2024
Q1 | $255K | Hold |
8,182
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $258K | Hold |
8,182
| – | – | 0.07% | 119 |
|
|
2023
Q3 | $241K | Sell |
8,182
-4,020
| -33% | -$118K | 0.08% | 121 |
|
|
2023
Q2 | $445K | Sell |
12,202
-1,492
| -11% | -$54.5K | 0.15% | 97 |
|
|
2023
Q1 | $462K | Hold |
13,694
| – | – | 0.17% | 87 |
|
|
2022
Q4 | $424K | Sell |
13,694
-1,024
| -7% | -$31.7K | 0.18% | 88 |
|
|
2022
Q3 | $528K | Sell |
14,718
-233
| -2% | -$8.36K | 0.26% | 72 |
|
|
2022
Q2 | $571K | Buy |
+14,951
| New | +$571K | 0.27% | 76 |
|