SFA
Sequoia Financial Advisors’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
78,012
-915
| -1% | -$38.1K | 0.02% | 362 |
|
|
2025
Q1 | $2.86M | Buy |
+78,927
| New | +$2.86M | 0.02% | 368 |
|
|
2024
Q4 | – | Sell |
-96,562
| Closed | -$4.19M | – | 1349 |
|
|
2024
Q3 | $4.19M | Buy |
+96,562
| New | +$4.19M | 0.05% | 232 |
|
|
2021
Q1 | – | Sell |
-19,005
| Closed | -$1.37M | – | 447 |
|
|
2020
Q4 | $1.37M | Sell |
19,005
-704
| -4% | -$50.9K | 0.06% | 152 |
|
|
2020
Q3 | $1.09M | Sell |
19,709
-54
| -0.3% | -$2.99K | 0.06% | 159 |
|
|
2020
Q2 | $900K | Sell |
19,763
-87
| -0.4% | -$3.96K | 0.05% | 162 |
|
|
2020
Q1 | $696K | Buy |
+19,850
| New | +$696K | 0.05% | 160 |
|