9258 Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,137
| Closed | -$235K | – | 338 |
|
|
2022
Q1 | $235K | Sell |
5,137
-77
| -1% | -$3.52K | 0.05% | 322 |
|
|
2021
Q4 | $255K | Sell |
5,214
-12
| -0.2% | -$587 | 0.06% | 318 |
|
|
2021
Q3 | $226K | Buy |
5,226
+34
| +0.7% | +$1.47K | 0.06% | 309 |
|
|
2021
Q2 | $214K | Buy |
+5,192
| New | +$214K | 0.06% | 320 |
|