Schneider Downs Wealth Management Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $322K | Hold |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $234K | Hold |
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $302K | Sell |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $377K | Buy |
|