4J Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
8,372
+30
| +0.4% | +$1.86K | 0.35% | 51 |
|
|
2025
Q1 | $437K | Sell |
8,342
-20
| -0.2% | -$1.05K | 0.34% | 50 |
|
|
2024
Q4 | $480K | Hold |
8,362
| – | – | 0.39% | 43 |
|
|
2024
Q3 | $444K | Sell |
8,362
-2
| -0% | -$106 | 0.34% | 51 |
|
|
2024
Q2 | $347K | Sell |
8,364
-171
| -2% | -$7.1K | 0.29% | 58 |
|
|
2024
Q1 | $357K | Sell |
8,535
-20
| -0.2% | -$837 | 0.31% | 59 |
|
|
2023
Q4 | $343K | Sell |
8,555
-976
| -10% | -$39.2K | 0.31% | 58 |
|
|
2023
Q3 | $298K | Sell |
9,531
-127
| -1% | -$3.97K | 0.3% | 61 |
|
|
2023
Q2 | $325K | Sell |
9,658
-661
| -6% | -$22.2K | 0.32% | 60 |
|
|
2023
Q1 | $336K | Buy |
10,319
+25
| +0.2% | +$815 | 0.36% | 58 |
|
|
2022
Q4 | $324K | Sell |
10,294
-4,064
| -28% | -$128K | 0.38% | 58 |
|
|
2022
Q3 | $475K | Buy |
14,358
+1
| +0% | +$33 | 0.61% | 35 |
|
|
2022
Q2 | $516K | Buy |
14,357
+693
| +5% | +$24.9K | 0.65% | 36 |
|
|
2022
Q1 | $625K | Buy |
13,664
+2,557
| +23% | +$117K | 0.55% | 37 |
|
|
2021
Q4 | $542K | Buy |
11,107
+1,879
| +20% | +$91.7K | 0.46% | 42 |
|
|
2021
Q3 | $399K | Sell |
9,228
-68
| -0.7% | -$2.94K | 0.35% | 48 |
|
|
2021
Q2 | $383K | Sell |
9,296
-65
| -0.7% | -$2.68K | 0.33% | 49 |
|
|
2021
Q1 | $334K | Hold |
9,361
| – | – | 0.31% | 57 |
|
|
2020
Q4 | $310K | Buy |
+9,361
| New | +$310K | 0.3% | 61 |
|