Caldwell Trust’s Brookfield Infrastructure BIPC Stock Holding History

Caldwell Trust’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-950
2024 Q2	$32K	Hold	950
2024 Q1	$34.2K	Buy	+950
2023 Q3	–	Sell	-36
2023 Q2	$1.64K	Hold	36
2023 Q1	$1.66K	Hold	36
2022 Q4	$1.4K	Buy	+36
2020 Q3	–	Sell	-218
2020 Q2	$6.6K	Buy	+218