Baldwin Wealth Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-66
| Closed | -$3.51K | – | 322 |
|
|
2024
Q3 | $3.51K | Hold |
66
| – | – | ﹤0.01% | 904 |
|
|
2024
Q2 | $2.74K | Hold |
66
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $2.76K | Hold |
66
| – | – | ﹤0.01% | 635 |
|
|
2023
Q4 | $2.65K | Hold |
66
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $2.06K | Hold |
66
| – | – | ﹤0.01% | 680 |
|
|
2023
Q2 | $2.22K | Hold |
66
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $2.15K | Buy |
+66
| New | +$2.15K | ﹤0.01% | 724 |
|