Alliance Wealth Advisors (Utah)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
7,613
+348
| +5% | +$21.5K | 0.11% | 171 |
|
|
2025
Q1 | $381K | Sell |
7,265
-150
| -2% | -$7.86K | 0.1% | 189 |
|
|
2024
Q4 | $426K | Sell |
7,415
-1,629
| -18% | -$93.6K | 0.11% | 176 |
|
|
2024
Q3 | $481K | Buy |
9,044
+29
| +0.3% | +$1.54K | 0.13% | 156 |
|
|
2024
Q2 | $374K | Buy |
9,015
+447
| +5% | +$18.6K | 0.11% | 170 |
|
|
2024
Q1 | $359K | Buy |
8,568
+552
| +7% | +$23.1K | 0.11% | 176 |
|
|
2023
Q4 | $322K | Sell |
8,016
-389
| -5% | -$15.6K | 0.11% | 183 |
|
|
2023
Q3 | $263K | Buy |
8,405
+750
| +10% | +$23.5K | 0.1% | 190 |
|
|
2023
Q2 | $258K | Buy |
7,655
+444
| +6% | +$14.9K | 0.1% | 196 |
|
|
2023
Q1 | $235K | Buy |
+7,211
| New | +$235K | 0.09% | 202 |
|