WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,098
| Closed | -$85K | – | 1766 |
|
|
2014
Q4 | $85K | Sell |
5,098
-358
| -7% | -$5.97K | 0.02% | 683 |
|
|
2014
Q3 | $82K | Sell |
5,456
-2,512
| -32% | -$37.8K | 0.02% | 728 |
|
|
2014
Q2 | $132K | Sell |
7,968
-1,328
| -14% | -$22K | 0.02% | 563 |
|
|
2014
Q1 | $146K | Sell |
9,296
-1,820
| -16% | -$28.6K | 0.03% | 511 |
|
|
2013
Q4 | $173K | Buy |
11,116
+1,162
| +12% | +$18.1K | 0.02% | 565 |
|
|
2013
Q3 | $150K | Buy |
9,954
+4,377
| +78% | +$66K | 0.02% | 573 |
|
|
2013
Q2 | $81K | Buy |
+5,577
| New | +$81K | 0.01% | 733 |
|