Integrated Wealth Concepts’s Brookfield Infrastructure BIPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Sell
18,307
-14,080
-43% -$586K 0.01% 1057
2025
Q1
$1.17M Sell
32,387
-6,820
-17% -$247K 0.01% 765
2024
Q4
$1.57M Sell
39,207
-1,658
-4% -$66.3K 0.02% 645
2024
Q3
$1.77M Sell
40,865
-3,073
-7% -$133K 0.02% 581
2024
Q2
$1.48M Sell
43,938
-1,565
-3% -$52.7K 0.02% 605
2024
Q1
$1.64M Sell
45,503
-1,070
-2% -$38.6K 0.02% 579
2023
Q4
$1.64M Buy
46,573
+4,215
+10% +$149K 0.03% 549
2023
Q3
$1.5M Buy
42,358
+3,414
+9% +$121K 0.03% 546
2023
Q2
$1.78M Sell
38,944
-272
-0.7% -$12.4K 0.03% 509
2023
Q1
$1.81M Buy
+39,216
New +$1.81M 0.04% 447