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Wealthspire Advisors (Maryland)’s Brookfield Infrastructure Partners BIP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,468
Closed -$86K – 649
2019
Q1 		$86K Hold
3,468
– – 0.01% 696
2018
Q4 		$71K Buy
3,468
+1,176
+51% +$26.8K 0.01% 722
2018
Q3 		$54K Buy
2,292
+362
+19% +$8.61K ﹤0.01% 933
2018
Q2 		$44K Sell
1,930
-840
-30% -$19.7K ﹤0.01% 1018
2018
Q1 		$69K Sell
2,770
-866
-24% -$21.5K 0.01% 864
2017
Q4 		$97K Sell
3,636
-720
-17% -$18.7K 0.01% 723
2017
Q3 		$112K Sell
4,356
-1,776
-29% -$44.6K 0.01% 663
2017
Q2 		$149K Sell
6,132
-3,884
-39% -$91.9K 0.02% 549
2017
Q1 		$231K Buy
10,016
+680
+7% +$14.6K 0.03% 351
2016
Q4 		$186K Sell
9,336
-630
-6% -$12.4K 0.03% 395
2016
Q3 		$205K Sell
9,966
-406
-4% -$7.8K 0.03% 374
2016
Q2 		$186K Buy
10,372
+365
+4% +$6.19K 0.03% 385
2016
Q1 		$167K Hold
10,007
– – 0.03% 401
2015
Q4 		$151K Buy
+10,007
New +$159K 0.03% 437

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