BDO Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $84.5K | Sell |
2,512
-263
| -9% | -$8.85K | 0.01% | 359 |
|
|
2023
Q1 | $90.4K | Buy |
2,775
+275
| +11% | +$8.96K | 0.01% | 337 |
|
|
2022
Q4 | $78.7K | Sell |
2,500
-593
| -19% | -$18.7K | 0.01% | 361 |
|
|
2022
Q3 | $102K | Hold |
3,093
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $111K | Hold |
3,093
| – | – | 0.01% | 313 |
|
|
2022
Q1 | $141K | Hold |
3,093
| – | – | 0.02% | 300 |
|
|
2021
Q4 | $151K | Hold |
3,093
| – | – | 0.02% | 306 |
|
|
2021
Q3 | $134K | Sell |
3,093
-556
| -15% | -$24.1K | 0.01% | 326 |
|
|
2021
Q2 | $150K | Sell |
3,649
-26
| -0.7% | -$1.07K | 0.02% | 326 |
|
|
2021
Q1 | $131K | Buy |
+3,675
| New | +$131K | 0.02% | 336 |
|