Wealthcare Advisory Partners’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 | $766K | Sell |
22,867
-2,251
| -9% | -$75.4K | 0.02% | 538 |
|
2025
Q1 | $748K | Sell |
25,118
-807
| -3% | -$24K | 0.02% | 499 |
|
2024
Q4 | $824K | Sell |
25,925
-150
| -0.6% | -$4.77K | 0.02% | 467 |
|
2024
Q3 | $914K | Sell |
26,075
-430
| -2% | -$15.1K | 0.03% | 441 |
|
2024
Q2 | $727K | Buy |
26,505
+3,175
| +14% | +$87.1K | 0.02% | 461 |
|
2024
Q1 | $728K | Buy |
+23,330
| New | +$728K | 0.02% | 464 |
|
2021
Q4 | – | Sell |
-13,553
| Closed | -$507K | – | 580 |
|
2021
Q3 | $507K | Sell |
13,553
-337
| -2% | -$12.6K | 0.03% | 311 |
|
2021
Q2 | $514K | Sell |
13,890
-120
| -0.9% | -$4.44K | 0.03% | 317 |
|
2021
Q1 | $497K | Buy |
14,010
+510
| +4% | +$18.1K | 0.04% | 289 |
|
2020
Q4 | $445K | Buy |
13,500
+600
| +5% | +$19.8K | 0.04% | 249 |
|
2020
Q3 | $410K | Sell |
12,900
-9
| -0.1% | -$286 | 0.05% | 228 |
|
2020
Q2 | $354K | Sell |
12,909
-1,011
| -7% | -$27.7K | 0.04% | 219 |
|
2020
Q1 | $334K | Sell |
13,920
-1,743
| -11% | -$41.8K | 0.05% | 204 |
|
2019
Q4 | $466K | Buy |
15,663
+2
| +0% | +$60 | 0.06% | 178 |
|
2019
Q3 | $462K | Sell |
15,661
-217
| -1% | -$6.4K | 0.07% | 161 |
|
2019
Q2 | $406K | Sell |
15,878
-376
| -2% | -$9.61K | 0.06% | 164 |
|
2019
Q1 | $405K | Sell |
16,254
-84
| -0.5% | -$2.09K | 0.07% | 152 |
|
2018
Q4 | $336K | Sell |
16,338
-252
| -2% | -$5.18K | 0.07% | 150 |
|
2018
Q3 | $394K | Buy |
16,590
+336
| +2% | +$7.98K | 0.07% | 146 |
|
2018
Q2 | $372K | Sell |
16,254
-126
| -0.8% | -$2.88K | 0.07% | 146 |
|
2018
Q1 | $406K | Sell |
16,380
-882
| -5% | -$21.9K | 0.09% | 123 |
|
2017
Q4 | $460K | Sell |
17,262
-252
| -1% | -$6.72K | 0.12% | 101 |
|
2017
Q3 | $450K | Buy |
+17,514
| New | +$450K | 0.13% | 87 |
|