SWA
SOA Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 841 |
|
|
2024
Q2 | – | Sell |
-33
| Closed | -$1.19K | – | 858 |
|
|
2024
Q1 | $1.19K | Hold |
33
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $1.16K | Hold |
33
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $1.17K | Hold |
33
| – | – | ﹤0.01% | 759 |
|
|
2023
Q2 | $1.5K | Hold |
33
| – | – | ﹤0.01% | 747 |
|
|
2023
Q1 | $1.52K | Hold |
33
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $1.28K | Hold |
33
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $1K | Buy |
33
+11
| +50% | +$333 | ﹤0.01% | 736 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 836 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 808 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 822 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 724 |
|