Bell Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92K | Hold |
31
| – | – | ﹤0.01% | 1383 |
|
|
2025
Q1 | $1.63K | Hold |
31
| – | – | ﹤0.01% | 1387 |
|
|
2024
Q4 | $1.78K | Hold |
31
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q3 | $1.65K | Hold |
31
| – | – | ﹤0.01% | 1426 |
|
|
2024
Q2 | $1.29K | Hold |
31
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q1 | $1.3K | Hold |
31
| – | – | ﹤0.01% | 1518 |
|
|
2023
Q4 | $1.24K | Sell |
31
-7
| -18% | -$281 | ﹤0.01% | 1515 |
|
|
2023
Q3 | $1.19K | Hold |
38
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q2 | $1.28K | Buy |
38
+16
| +73% | +$539 | ﹤0.01% | 1507 |
|
|
2023
Q1 | $717 | Hold |
22
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q4 | $692 | Sell |
22
-5
| -19% | -$157 | ﹤0.01% | 1684 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1329 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1342 |
|
|
2021
Q4 | $1K | Sell |
16
-3
| -16% | -$188 | ﹤0.01% | 1359 |
|
|
2021
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1285 |
|