Carson Wealth (CWM LLC)’s Brookfield Infrastructure Partners BIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
5,628
+2,489
| +79% | +$83.6K | ﹤0.01% | 2221 |
|
|
2025
Q1 | $94K | Hold |
3,139
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q4 | $100K | Sell |
3,139
-92
| -3% | -$2.93K | ﹤0.01% | 2284 |
|
|
2024
Q3 | $113K | Buy |
3,231
+33
| +1% | +$1.15K | ﹤0.01% | 2124 |
|
|
2024
Q2 | $88K | Buy |
3,198
+212
| +7% | +$5.83K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $93K | Hold |
2,986
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q4 | $94K | Buy |
2,986
+753
| +34% | +$23.7K | ﹤0.01% | 1805 |
|
|
2023
Q3 | $66K | Sell |
2,233
-2,157
| -49% | -$63.8K | ﹤0.01% | 1895 |
|
|
2023
Q2 | $160K | Sell |
4,390
-417
| -9% | -$15.2K | ﹤0.01% | 1336 |
|
|
2023
Q1 | $162K | Buy |
4,807
+2,443
| +103% | +$82.3K | ﹤0.01% | 1284 |
|
|
2022
Q4 | $73K | Hold |
2,364
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q3 | $85K | Hold |
2,364
| – | – | ﹤0.01% | 1401 |
|
|
2022
Q2 | $90K | Sell |
2,364
-24
| -1% | -$914 | ﹤0.01% | 1356 |
|
|
2022
Q1 | $105K | Buy |
2,388
+528
| +28% | +$23.2K | ﹤0.01% | 1302 |
|
|
2021
Q4 | $75K | Buy |
+1,860
| New | +$75K | ﹤0.01% | 1414 |
|
|
2021
Q2 | $57K | Hold |
1,535
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q1 | $57K | Hold |
1,535
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q4 | $57K | Hold |
1,535
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q3 | $57K | Hold |
1,535
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q2 | $57K | Hold |
1,535
| – | – | ﹤0.01% | 1334 |
|
|
2020
Q1 | $57K | Sell |
1,535
-184
| -11% | -$6.83K | ﹤0.01% | 1334 |
|
|
2019
Q4 | $57K | Hold |
1,719
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q3 | $57K | Hold |
1,719
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q2 | $57K | Hold |
1,719
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q1 | $57K | Buy |
1,719
+711
| +71% | +$23.6K | ﹤0.01% | 1334 |
|
|
2018
Q4 | $21K | Buy |
+1,008
| New | +$21K | ﹤0.01% | 1110 |
|
|
2017
Q2 | – | Sell |
-454
| Closed | -$10K | – | 1201 |
|
|
2017
Q1 | $10K | Buy |
+454
| New | +$10K | ﹤0.01% | 740 |
|