BTWM
Baker Tilly Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
10,039
+544
| +6% | +$22.6K | 0.15% | 146 |
|
|
2025
Q1 | $344K | Buy |
9,495
+116
| +1% | +$4.2K | 0.13% | 166 |
|
|
2024
Q4 | $375K | Buy |
9,379
+1,584
| +20% | +$63.4K | 0.15% | 156 |
|
|
2024
Q3 | $339K | Buy |
7,795
+1,811
| +30% | +$78.7K | 0.15% | 165 |
|
|
2024
Q2 | $201K | Buy |
+5,984
| New | +$201K | 0.08% | 273 |
|
|
2023
Q3 | – | Sell |
-15,510
| Closed | -$707K | – | 472 |
|
|
2023
Q2 | $707K | Buy |
15,510
+282
| +2% | +$12.9K | 0.07% | 266 |
|
|
2023
Q1 | $701K | Sell |
15,228
-1,781
| -10% | -$82K | 0.08% | 263 |
|
|
2022
Q4 | $662K | Buy |
17,009
+3,494
| +26% | +$136K | 0.08% | 264 |
|
|
2022
Q3 | $550K | Buy |
13,515
+786
| +6% | +$32K | 0.07% | 272 |
|
|
2022
Q2 | $541K | Buy |
12,729
+4,341
| +52% | +$184K | 0.07% | 281 |
|
|
2022
Q1 | $633K | Buy |
8,388
+1,398
| +20% | +$106K | 0.07% | 279 |
|
|
2021
Q4 | $477K | Buy |
6,990
+1,554
| +29% | +$106K | 0.05% | 359 |
|
|
2021
Q3 | $326K | Buy |
5,436
+2,386
| +78% | +$143K | 0.04% | 406 |
|
|
2021
Q2 | $230K | Buy |
3,050
+64
| +2% | +$4.83K | 0.04% | 451 |
|
|
2021
Q1 | $228K | Buy |
+2,986
| New | +$228K | 0.05% | 425 |
|