Bogart Wealth LLC’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-138
| Closed | -$7.93K | – | 1419 |
|
|
2024
Q4 | $7.93K | Buy |
+138
| New | +$7.93K | ﹤0.01% | 777 |
|
|
2023
Q1 | – | Sell |
-2,070
| Closed | -$65.1K | – | 1121 |
|
|
2022
Q4 | $65.1K | Sell |
2,070
-575
| -22% | -$18.1K | ﹤0.01% | 275 |
|
|
2022
Q3 | $87K | Buy |
2,645
+2,561
| +3,049% | +$84.2K | 0.01% | 241 |
|
|
2022
Q2 | $3K | Hold |
84
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 555 |
|