Bard Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,735
| Closed | -$223K | – | 304 |
|
|
2022
Q3 | $223K | Hold |
6,735
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $242K | Buy |
6,735
+309
| +5% | +$11.1K | 0.02% | 250 |
|
|
2022
Q1 | $294K | Hold |
6,426
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $314K | Hold |
6,426
| – | – | 0.03% | 227 |
|
|
2021
Q3 | $278K | Buy |
6,426
+761
| +13% | +$32.9K | 0.02% | 231 |
|
|
2021
Q2 | $233K | Buy |
+5,665
| New | +$233K | 0.02% | 246 |
|