SWM
Selective Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-450
| Closed | -$16K | – | 181 |
|
|
2022
Q3 | $16K | Hold |
450
| – | – | 0.01% | 459 |
|
|
2022
Q2 | $17K | Buy |
450
+150
| +50% | +$5.67K | 0.01% | 487 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | 0.01% | 445 |
|
|
2021
Q4 | $18K | Hold |
300
| – | – | 0.01% | 421 |
|
|
2021
Q3 | $17K | Hold |
300
| – | – | 0.01% | 378 |
|
|
2021
Q2 | $17K | Hold |
300
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $16K | Sell |
300
-75
| -20% | -$4K | 0.01% | 211 |
|
|
2020
Q4 | $19K | Buy |
375
+75
| +25% | +$3.8K | 0.01% | 188 |
|
|
2020
Q3 | $14K | Buy |
+300
| New | +$14K | 0.01% | 179 |
|