Apexium Financial’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 | $690K | Hold |
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|
2025
Q1 | $585K | Hold |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $640K | Hold |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $532K | Buy |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $540K | Hold |
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|
2021
Q3 | $478K | Hold |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $335K | Hold |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $299K | Hold |
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|
2019
Q4 | $390K | Buy |
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