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WealthSource Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

WealthSource Partners’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,573
Closed -$317K – 367
2020
Q2 		$317K Sell
11,573
-75
-0.6% -$2K 0.05% 233
2020
Q1 		$280K Sell
11,648
-2,531
-18% -$73.9K 0.04% 246
2019
Q4 		$422K Sell
14,179
-34
-0.2% -$1.02K 0.06% 255
2019
Q3 		$420K Buy
14,213
+93
+0.7% +$2.52K 0.06% 269
2019
Q2 		$361K Buy
14,120
+856
+6% +$21.3K 0.06% 296
2019
Q1 		$331K Hold
13,264
– – 0.07% 236
2018
Q4 		$273K Sell
13,264
-667
-5% -$15.2K 0.08% 230
2018
Q3 		$331K Sell
13,931
-238
-2% -$5.66K 0.09% 204
2018
Q2 		$324K Sell
14,169
-628
-4% -$14.7K 0.09% 201
2018
Q1 		$367K Sell
14,797
-7,313
-33% -$182K 0.11% 177
2017
Q4 		$590K Sell
22,110
-143
-0.6% -$3.7K 0.18% 121
2017
Q3 		$571K Sell
22,253
-227
-1% -$5.7K 0.19% 120
2017
Q2 		$547K Sell
22,480
-6,712
-23% -$159K 0.19% 118
2017
Q1 		$672K Sell
29,192
-84
-0.3% -$1.8K 0.25% 100
2016
Q4 		$583K Sell
29,276
-247
-0.8% -$4.87K 0.25% 89
2016
Q3 		$609K Sell
29,523
-12,095
-29% -$232K 0.22% 101
2016
Q2 		$747K Buy
41,618
+11,494
+38% +$195K 0.28% 74
2016
Q1 		$504K Buy
+30,124
New +$437K 0.21% 96

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