Madison Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$233K Sell
6,584
-67
-1% -$2.37K 0.05% 142
2023
Q2
$303K Hold
6,651
0.06% 136
2023
Q1
$306K Sell
6,651
-172
-3% -$7.92K 0.07% 132
2022
Q4
$265K Sell
6,823
-274
-4% -$10.7K 0.06% 137
2022
Q3
$289K Buy
7,097
+66
+0.9% +$2.69K 0.07% 132
2022
Q2
$299K Sell
7,031
-63
-0.9% -$2.68K 0.07% 131
2022
Q1
$357K Sell
7,094
-132
-2% -$6.64K 0.08% 125
2021
Q4
$329K Sell
7,226
-102
-1% -$4.64K 0.07% 131
2021
Q3
$293K Hold
7,328
0.06% 134
2021
Q2
$368K Sell
7,328
-735
-9% -$36.9K 0.08% 122
2021
Q1
$410K Sell
8,063
-124
-2% -$6.31K 0.1% 112
2020
Q4
$395K Sell
8,187
-530
-6% -$25.6K 0.1% 108
2020
Q3
$322K Sell
8,717
-240
-3% -$8.87K 0.1% 105
2020
Q2
$272K Sell
8,957
-17,691
-66% -$537K 0.09% 103
2020
Q1
$578K Buy
+26,648
New +$578K 0.23% 80