AJ Wealth Strategies’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$204K | – | 290 |
|
|
2022
Q4 | $204K | Buy |
6,500
+315
| +5% | +$9.89K | 0.01% | 274 |
|
|
2022
Q3 | $204K | Hold |
6,185
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $222K | Hold |
6,185
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $283K | Hold |
6,185
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $302K | Buy |
+6,185
| New | +$302K | 0.01% | 251 |
|