Arbor Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $10.5M | Buy |
214,340
+3,861
| +2% | +$188K | 2.29% | 14 |
|
|
2021
Q3 | $9.11M | Buy |
210,479
+24,239
| +13% | +$1.05M | 2.14% | 16 |
|
|
2021
Q2 | $7.68M | Sell |
186,240
-5,377
| -3% | -$222K | 1.89% | 17 |
|
|
2021
Q1 | $6.85M | Buy |
191,617
+10,415
| +6% | +$372K | 2.02% | 18 |
|
|
2020
Q4 | $6M | Sell |
181,202
-7,067
| -4% | -$234K | 2.26% | 19 |
|
|
2020
Q3 | $5M | Buy |
188,269
+10,125
| +6% | +$269K | 1.98% | 19 |
|
|
2020
Q2 | $4.71M | Buy |
+178,144
| New | +$4.71M | 2.2% | 17 |
|