B. Riley Wealth Advisors’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 | $869K | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $585K | Sell |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $299K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $12 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $31.7K | Buy |
|