Berman Capital Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Buy |
163
+50
| +44% | +$2.15K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $4K | Hold |
113
| – | – | ﹤0.01% | 1383 |
|
|
2021
Q1 | $4K | Buy |
113
+44
| +64% | +$1.56K | ﹤0.01% | 1314 |
|
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q3 | $1K | Sell |
69
-169
| -71% | -$2.45K | ﹤0.01% | 1414 |
|
|
2020
Q2 | $6K | Sell |
238
-285
| -54% | -$7.19K | ﹤0.01% | 923 |
|
|
2020
Q1 | $12K | Buy |
523
+222
| +74% | +$5.09K | ﹤0.01% | 617 |
|
|
2019
Q4 | $9K | Buy |
301
+2
| +0.7% | +$60 | ﹤0.01% | 765 |
|
|
2019
Q3 | $8K | Hold |
299
| – | – | ﹤0.01% | 775 |
|
|
2019
Q2 | $7K | Buy |
299
+170
| +132% | +$3.98K | ﹤0.01% | 851 |
|
|
2019
Q1 | $3K | Hold |
129
| – | – | ﹤0.01% | 979 |
|
|
2018
Q4 | $2K | Buy |
+129
| New | +$2K | ﹤0.01% | 845 |
|