BerganKDV 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
Q2 | $3.57K | Hold |
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|
2023
Q1 | $3.46K | Hold |
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|
2022
Q4 | $3.33K | Sell |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Buy |
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