Alliance Wealth Advisors (Utah)’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
$471K Buy
2025
Q1
$381K Sell
2024
Q4
$426K Sell
2024
Q3
$481K Buy
2024
Q2
$374K Buy
2024
Q1
$359K Buy
2023
Q4
$322K Sell
2023
Q3
$263K Buy
2023
Q2
$258K Buy
2023
Q1
$235K Buy