LAS
LWM Advisory Services’s Brookfield Infrastructure BIPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Hold |
7,132
| – | – | 0.2% | 81 |
|
2025
Q1 | $258K | Hold |
7,132
| – | – | 0.18% | 84 |
|
2024
Q4 | $285K | Sell |
7,132
-3,845
| -35% | -$154K | 0.2% | 78 |
|
2024
Q3 | $477K | Sell |
10,977
-1,554
| -12% | -$67.6K | 0.35% | 52 |
|
2024
Q2 | $422K | Sell |
12,531
-356
| -3% | -$12K | 0.35% | 49 |
|
2024
Q1 | $464K | Buy |
+12,887
| New | +$464K | 0.37% | 51 |
|
2023
Q4 | – | Sell |
-6,545
| Closed | -$231K | – | 89 |
|
2023
Q3 | $231K | Hold |
6,545
| – | – | 0.25% | 66 |
|
2023
Q2 | $298K | Hold |
6,545
| – | – | 0.32% | 60 |
|
2023
Q1 | $301K | Buy |
6,545
+222
| +4% | +$10.2K | 0.32% | 62 |
|
2022
Q4 | $246K | Sell |
6,323
-4,032
| -39% | -$157K | 0.27% | 68 |
|
2022
Q3 | $423K | Sell |
10,355
-75
| -0.7% | -$3.06K | 0.48% | 62 |
|
2022
Q2 | $442K | Buy |
10,430
+3,587
| +52% | +$152K | 0.53% | 59 |
|
2022
Q1 | $517K | Buy |
6,843
+28
| +0.4% | +$2.12K | 0.64% | 44 |
|
2021
Q4 | $466K | Buy |
+6,815
| New | +$466K | 0.58% | 50 |
|