Carson Wealth (CWM LLC)’s Brookfield Infrastructure Partners BIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Buy |
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|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $94K | Hold |
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|
2024
Q4 | $100K | Sell |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $88K | Buy |
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|
2024
Q1 | $93K | Hold |
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|
2023
Q4 | $94K | Buy |
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|
2023
Q3 | $66K | Sell |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $90K | Sell |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Buy |
|