Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $53K | Buy |
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|
2023
Q3 | $40.2K | Buy |
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|
2023
Q2 | $43.1K | Sell |
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|
2023
Q1 | $42.4K | Buy |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $77K | Buy |
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|
2021
Q3 | $68K | Buy |
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|
2021
Q2 | $64K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $22K | Buy |
|