Bailard’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 | $539K | Buy |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $384K | Hold |
|
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $475K | Hold |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $367K | Sell |
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|
2020
Q4 | $397K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $348K | Buy |
|