B. Riley Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
+14,049
| New | +$869K | 0.04% | 376 |
|
|
2024
Q4 | $1.08M | Sell |
18,847
-1,933
| -9% | -$111K | 0.04% | 431 |
|
|
2024
Q3 | $1.1M | Sell |
20,780
-122
| -0.6% | -$6.48K | 0.03% | 474 |
|
|
2024
Q2 | $869K | Buy |
20,902
+893
| +4% | +$37.1K | 0.02% | 586 |
|
|
2024
Q1 | $626K | Buy |
20,009
+715
| +4% | +$22.4K | 0.02% | 691 |
|
|
2023
Q4 | $774K | Sell |
19,294
-715
| -4% | -$28.7K | 0.02% | 612 |
|
|
2023
Q3 | $626K | Sell |
20,009
-381
| -2% | -$11.9K | 0.02% | 691 |
|
|
2023
Q2 | $687K | Buy |
20,390
+1,649
| +9% | +$55.5K | 0.02% | 718 |
|
|
2023
Q1 | $611K | Buy |
18,741
+141
| +0.8% | +$4.6K | 0.02% | 727 |
|
|
2022
Q4 | $585K | Sell |
18,600
-3,892
| -17% | -$122K | 0.02% | 727 |
|
|
2022
Q3 | $744K | Buy |
22,492
+16,317
| +264% | +$540K | 0.02% | 608 |
|
|
2022
Q2 | $222K | Buy |
6,175
+500
| +9% | +$18K | 0.01% | 1003 |
|
|
2022
Q1 | $260K | Sell |
5,675
-166
| -3% | -$7.61K | 0.01% | 1081 |
|
|
2021
Q4 | $286K | Sell |
5,841
-10
| -0.2% | -$490 | 0.01% | 1102 |
|
|
2021
Q3 | $254K | Buy |
5,851
+499
| +9% | +$21.7K | 0.01% | 1131 |
|
|
2021
Q2 | $221K | Sell |
5,352
-3,005
| -36% | -$124K | 0.01% | 1168 |
|
|
2021
Q1 | $299K | Buy |
+8,357
| New | +$299K | 0.01% | 1001 |
|
|
2015
Q1 | – | Sell |
-692
| Closed | -$12 | – | 733 |
|
|
2014
Q4 | $12 | Buy |
+692
| New | +$12 | ﹤0.01% | 2766 |
|
|
2014
Q3 | – | Sell |
-2,050
| Closed | -$31.7K | – | 789 |
|
|
2014
Q2 | $31.7K | Buy |
+2,050
| New | +$31.7K | 0.01% | 1236 |
|