Avantax Advisory Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
9,559
+928
| +11% | +$57.4K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $452K | Buy |
8,631
+135
| +2% | +$7.08K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $488K | Sell |
8,496
-261
| -3% | -$15K | ﹤0.01% | 1463 |
|
|
2024
Q3 | $465K | Buy |
8,757
+965
| +12% | +$51.3K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $324K | Buy |
+7,792
| New | +$324K | ﹤0.01% | 1644 |
|