Creative Planning’s Brookfield Infrastructure BIPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1,000K | Sell |
25,301
-1,381
| -5% | -$63.3K | ﹤0.01% | 2454 |
|
|
2025
Q4 | $1.21M | Sell |
26,682
-1,453
| -5% | -$65.8K | ﹤0.01% | 2133 |
|
|
2025
Q3 | $1.16M | Buy |
28,135
+555
| +2% | +$22.5K | ﹤0.01% | 1984 |
|
|
2025
Q2 | $1.15M | Sell |
27,580
-281
| -1% | -$10.8K | ﹤0.01% | 1734 |
|
|
2025
Q1 | $1.01M | Sell |
27,861
-2,482
| -8% | -$97.7K | ﹤0.01% | 1708 |
|
|
2024
Q4 | $1.21M | Buy |
30,343
+1,457
| +5% | +$61.3K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $1.25M | Buy |
28,886
+2,226
| +8% | +$86.6K | ﹤0.01% | 1344 |
|
|
2024
Q2 | $897K | Sell |
26,660
-3,700
| -12% | -$123K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $1.09M | Buy |
30,360
+2,918
| +11% | +$102K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $968K | Buy |
27,442
+18,918
| +222% | +$602K | ﹤0.01% | 1248 |
|
|
2023
Q3 | $301K | Sell |
8,524
-1,141
| -12% | -$47.1K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $441K | Buy |
9,665
+2,760
| +40% | +$125K | ﹤0.01% | 1644 |
|
|
2023
Q1 | $318K | Buy |
+6,905
| New | +$301K | ﹤0.01% | 1772 |
|
|
2022
Q4 | – | Sell |
-5,619
| Closed | -$229K | – | 2502 |
|
|
2022
Q3 | $229K | Buy |
5,619
+119
| +2% | +$5.48K | ﹤0.01% | 1820 |
|
|
2022
Q2 | $234K | Sell |
5,500
-2,159
| -28% | -$102K | ﹤0.01% | 1785 |
|
|
2022
Q1 | $385K | Buy |
7,659
+2,803
| +58% | +$128K | ﹤0.01% | 1478 |
|
|
2021
Q4 | $221K | Sell |
4,856
-267
| -5% | -$11.1K | ﹤0.01% | 1808 |
|
|
2021
Q3 | $204K | Buy |
5,123
+254
| +5% | +$11.1K | ﹤0.01% | 1849 |
|
|
2021
Q2 | $245K | Sell |
4,869
-144
| -3% | -$6.95K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $255K | Buy |
5,013
+438
| +10% | +$19.8K | ﹤0.01% | 1899 |
|
|
2020
Q4 | $220K | Buy |
+4,575
| New | +$194K | ﹤0.01% | 1824 |
|
Other funds holding BIPC
VCM
