Altium Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $885K | Sell |
24,605
-643
| -3% | -$23.1K | 0.06% | 175 |
|
|
2022
Q1 | $1.16M | Hold |
25,248
| – | – | 0.07% | 140 |
|
|
2021
Q4 | $1.23M | Buy |
25,248
+85
| +0.3% | +$4.15K | 0.08% | 128 |
|
|
2021
Q3 | $1.09M | Hold |
25,163
| – | – | 0.08% | 127 |
|
|
2021
Q2 | $1.04M | Sell |
25,163
-251
| -1% | -$10.3K | 0.08% | 125 |
|
|
2021
Q1 | $908K | Buy |
+25,414
| New | +$908K | 0.07% | 120 |
|