Addison Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $172K | Hold |
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|
2022
Q2 | $187K | Hold |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2020
Q4 | $174K | Buy |
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