Waverly Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Sell |
118,763
-432
| -0.4% | -$14.5K | 0.04% | 347 |
|
|
2025
Q1 | $3.55M | Buy |
119,195
+108,385
| +1,003% | +$3.23M | 0.04% | 355 |
|
|
2024
Q4 | $344K | Buy |
+10,810
| New | +$344K | 0.01% | 784 |
|
|
2014
Q4 | – | Sell |
-416
| Closed | -$6K | – | 452 |
|
|
2014
Q3 | $6K | Buy |
+416
| New | +$6K | ﹤0.01% | 580 |
|
|
2014
Q1 | – | Sell |
-2,142
| Closed | -$33K | – | 698 |
|
|
2013
Q4 | $33K | Sell |
2,142
-3,382
| -61% | -$52.1K | 0.01% | 381 |
|
|
2013
Q3 | $83K | Buy |
+5,524
| New | +$83K | 0.04% | 172 |
|