Carson Wealth (CWM LLC)’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
3,700
+468
| +14% | +$19.5K | ﹤0.01% | 2386 |
|
|
2025
Q1 | $117K | Buy |
3,232
+154
| +5% | +$5.58K | ﹤0.01% | 2282 |
|
|
2024
Q4 | $123K | Buy |
3,078
+118
| +4% | +$4.72K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $129K | Sell |
2,960
-188
| -6% | -$8.19K | ﹤0.01% | 2021 |
|
|
2024
Q2 | $106K | Buy |
3,148
+305
| +11% | +$10.3K | ﹤0.01% | 1935 |
|
|
2024
Q1 | $102K | Sell |
2,843
-349
| -11% | -$12.5K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $113K | Buy |
3,192
+1,133
| +55% | +$40.1K | ﹤0.01% | 1678 |
|
|
2023
Q3 | $73K | Buy |
2,059
+925
| +82% | +$32.8K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $52K | Sell |
1,134
-69
| -6% | -$3.16K | ﹤0.01% | 1951 |
|
|
2023
Q1 | $55K | Buy |
1,203
+347
| +41% | +$15.9K | ﹤0.01% | 1801 |
|
|
2022
Q4 | $33K | Buy |
856
+697
| +438% | +$26.9K | ﹤0.01% | 2011 |
|
|
2022
Q3 | $6K | Sell |
159
-4
| -2% | -$151 | ﹤0.01% | 2940 |
|
|
2022
Q2 | $7K | Buy |
163
+58
| +55% | +$2.49K | ﹤0.01% | 2772 |
|
|
2022
Q1 | $5K | Sell |
105
-12
| -10% | -$571 | ﹤0.01% | 2800 |
|
|
2021
Q4 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 2690 |
|
|
2021
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2021
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 2389 |
|