SDWMA
Schneider Downs Wealth Management Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
15,057
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $449K | Hold |
15,057
| – | – | 0.08% | 93 |
|
|
2024
Q4 | $479K | Sell |
15,057
-473
| -3% | -$15K | 0.09% | 90 |
|
|
2024
Q3 | $544K | Buy |
15,530
+150
| +1% | +$5.26K | 0.11% | 80 |
|
|
2024
Q2 | $422K | Buy |
15,380
+3,263
| +27% | +$89.5K | 0.09% | 92 |
|
|
2024
Q1 | $378K | Buy |
12,117
+323
| +3% | +$10.1K | 0.09% | 90 |
|
|
2023
Q4 | $371K | Hold |
11,794
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $347K | Buy |
11,794
+1,650
| +16% | +$48.5K | 0.08% | 76 |
|
|
2023
Q2 | $370K | Hold |
10,144
| – | – | 0.08% | 76 |
|
|
2023
Q1 | $343K | Hold |
10,144
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $314K | Hold |
10,144
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $364K | Hold |
10,144
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $388K | Buy |
10,144
+3,381
| +50% | +$129K | 0.11% | 83 |
|
|
2022
Q1 | $448K | Hold |
6,763
| – | – | 0.11% | 82 |
|
|
2021
Q4 | $411K | Hold |
6,763
| – | – | 0.1% | 93 |
|
|
2021
Q3 | $379K | Hold |
6,763
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $376K | Hold |
6,763
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $360K | Hold |
6,763
| – | – | 0.09% | 80 |
|
|
2020
Q4 | $334K | Hold |
6,763
| – | – | 0.09% | 62 |
|
|
2020
Q3 | $322K | Hold |
6,763
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $278K | Hold |
6,763
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $243K | Hold |
6,763
| – | – | 0.09% | 75 |
|
|
2019
Q4 | $338K | Hold |
6,763
| – | – | 0.1% | 43 |
|
|
2019
Q3 | $336K | Hold |
6,763
| – | – | 0.1% | 41 |
|
|
2019
Q2 | $290K | Hold |
6,763
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $283K | Hold |
6,763
| – | – | 0.11% | 54 |
|
|
2018
Q4 | $234K | Hold |
6,763
| – | – | 0.1% | 53 |
|
|
2018
Q3 | $270K | Hold |
6,763
| – | – | 0.17% | 44 |
|
|
2018
Q2 | $260K | Hold |
6,763
| – | – | 0.17% | 43 |
|
|
2018
Q1 | $282K | Hold |
6,763
| – | – | 0.16% | 43 |
|
|
2017
Q4 | $303K | Sell |
6,763
-235
| -3% | -$10.5K | 0.18% | 32 |
|
|
2017
Q3 | $302K | Sell |
6,998
-2,127
| -23% | -$91.8K | 0.19% | 32 |
|
|
2017
Q2 | $373K | Sell |
9,125
-625
| -6% | -$25.5K | 0.24% | 29 |
|
|
2017
Q1 | $377K | Buy |
+9,750
| New | +$377K | 0.26% | 29 |
|