SWM
Selective Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49
| Closed | -$2K | – | 182 |
|
|
2022
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $2K | Buy |
49
+16
| +48% | +$653 | ﹤0.01% | 686 |
|
|
2022
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 651 |
|
|
2021
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 599 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $3K | Sell |
33
-8
| -20% | -$727 | ﹤0.01% | 336 |
|
|
2020
Q4 | $3K | Buy |
41
+8
| +24% | +$585 | ﹤0.01% | 315 |
|
|
2020
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 280 |
|