Avalon Investment & Advisory’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$46.8M Buy
2022
Q4
$30.7M Sell
2022
Q3
$41.8M Sell
2022
Q2
$46.7M Buy
2022
Q1
$58.8M Buy
2021
Q4
$62M Sell
2021
Q3
$59.1M Sell
2021
Q2
$56.8M Buy
2021
Q1
$47.8M Buy
2020
Q4
$43.3M Sell
2020
Q3
$35.2M Buy
2020
Q2
$17.4M Buy