Wealthspire Advisors (Maryland)’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,468
| Closed | -$86K | – | 648 |
|
|
2019
Q1 | $86K | Hold |
3,468
| – | – | 0.01% | 696 |
|
|
2018
Q4 | $71K | Buy |
3,468
+1,176
| +51% | +$24.1K | 0.01% | 721 |
|
|
2018
Q3 | $54K | Buy |
2,292
+362
| +19% | +$8.53K | ﹤0.01% | 931 |
|
|
2018
Q2 | $44K | Sell |
1,930
-840
| -30% | -$19.2K | ﹤0.01% | 1016 |
|
|
2018
Q1 | $69K | Sell |
2,770
-866
| -24% | -$21.6K | 0.01% | 864 |
|
|
2017
Q4 | $97K | Sell |
3,636
-720
| -17% | -$19.2K | 0.01% | 723 |
|
|
2017
Q3 | $112K | Sell |
4,356
-1,776
| -29% | -$45.7K | 0.01% | 663 |
|
|
2017
Q2 | $149K | Sell |
6,132
-3,884
| -39% | -$94.4K | 0.02% | 549 |
|
|
2017
Q1 | $231K | Buy |
10,016
+680
| +7% | +$15.7K | 0.03% | 351 |
|
|
2016
Q4 | $186K | Sell |
9,336
-630
| -6% | -$12.6K | 0.03% | 395 |
|
|
2016
Q3 | $205K | Sell |
9,966
-406
| -4% | -$8.35K | 0.03% | 374 |
|
|
2016
Q2 | $186K | Buy |
10,372
+365
| +4% | +$6.55K | 0.03% | 385 |
|
|
2016
Q1 | $167K | Hold |
10,007
| – | – | 0.03% | 401 |
|
|
2015
Q4 | $151K | Buy |
+10,007
| New | +$151K | 0.03% | 437 |
|