MGWM
Marks Group Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
10,357
+353
| +4% | +$14.7K | 0.04% | 236 |
|
|
2025
Q1 | $362K | Sell |
10,004
-293
| -3% | -$10.6K | 0.03% | 262 |
|
|
2024
Q4 | $412K | Buy |
10,297
+1,054
| +11% | +$42.2K | 0.04% | 237 |
|
|
2024
Q3 | $401K | Sell |
9,243
-916
| -9% | -$39.8K | 0.04% | 237 |
|
|
2024
Q2 | $342K | Buy |
10,159
+439
| +5% | +$14.8K | 0.04% | 246 |
|
|
2024
Q1 | $350K | Buy |
9,720
+233
| +2% | +$8.4K | 0.04% | 249 |
|
|
2023
Q4 | $335K | Buy |
9,487
+1,994
| +27% | +$70.3K | 0.04% | 245 |
|
|
2023
Q3 | $265K | Buy |
7,493
+1,313
| +21% | +$46.4K | 0.03% | 251 |
|
|
2023
Q2 | $282K | Buy |
6,180
+313
| +5% | +$14.3K | 0.03% | 254 |
|
|
2023
Q1 | $270K | Hold |
5,867
| – | – | 0.03% | 254 |
|
|
2022
Q4 | $228K | Sell |
5,867
-216
| -4% | -$8.4K | 0.03% | 260 |
|
|
2022
Q3 | $248K | Buy |
6,083
+327
| +6% | +$13.3K | 0.04% | 248 |
|
|
2022
Q2 | $245K | Buy |
5,756
+1,937
| +51% | +$82.4K | 0.04% | 262 |
|
|
2022
Q1 | $288K | Sell |
3,819
-251
| -6% | -$18.9K | 0.04% | 272 |
|
|
2021
Q4 | $278K | Buy |
4,070
+36
| +0.9% | +$2.46K | 0.03% | 276 |
|
|
2021
Q3 | $242K | Buy |
4,034
+1,185
| +42% | +$71.1K | 0.03% | 263 |
|
|
2021
Q2 | $215K | Sell |
2,849
-61
| -2% | -$4.6K | 0.03% | 250 |
|
|
2021
Q1 | $222K | Buy |
+2,910
| New | +$222K | 0.03% | 227 |
|