AE Wealth Management’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 | – | Sell |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $550K | Buy |
|
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $786K | Sell |
|
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $2.17M | Sell |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $8.04M | Buy |
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|
2020
Q3 | $5.05M | Sell |
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|
2020
Q2 | $5.17M | Buy |
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|
2020
Q1 | $3.16M | Buy |
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|
2019
Q4 | $3.57M | Buy |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $913K | Buy |
|