BerganKDV Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.57K | Hold |
106
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $3.46K | Hold |
106
| – | – | ﹤0.01% | 750 |
|
|
2022
Q4 | $3.34K | Sell |
106
-25
| -19% | -$787 | ﹤0.01% | 736 |
|
|
2022
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 704 |
|
|
2022
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 682 |
|
|
2021
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 744 |
|
|
2021
Q3 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 714 |
|
|
2019
Q3 | – | Sell |
-561
| Closed | -$14K | – | 693 |
|
|
2019
Q2 | $14K | Hold |
561
| – | – | ﹤0.01% | 473 |
|
|
2019
Q1 | $14K | Hold |
561
| – | – | ﹤0.01% | 478 |
|
|
2018
Q4 | $12K | Buy |
+561
| New | +$12K | ﹤0.01% | 450 |
|