Bartlett & Co Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $402K | Hold |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $334K | Hold |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $69K | Hold |
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|
2018
Q3 | $80.2K | Hold |
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|
2018
Q2 | $73K | Sell |
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|
2018
Q1 | $76.8K | Buy |
|