MWM
Mascoma Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291 | Hold |
7
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $253 | Hold |
7
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $280 | Hold |
7
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $304 | Hold |
7
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $236 | Hold |
7
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $252 | Hold |
7
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $247 | Hold |
7
| – | – | ﹤0.01% | 461 |
|
|
2023
Q3 | $247 | Hold |
7
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $292 | Hold |
7
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $298 | Hold |
7
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $272 | Hold |
7
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 604 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 444 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | – | – | 139 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 439 |
|