Bordeaux Wealth 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 | $455K | Hold |
7,362
| – | – | 0.06% | 96 |
|
|
2025
Q1 | $386K | Sell |
7,362
-570
| -7% | -$29.9K | 0.07% | 101 |
|
|
2024
Q4 | $456K | Hold |
7,932
| – | – | 0.07% | 93 |
|
|
2024
Q3 | $422K | Buy |
7,932
+581
| +8% | +$30.9K | 0.08% | 101 |
|
|
2024
Q2 | $305K | Sell |
7,351
-2
| -0% | -$83 | 0.06% | 109 |
|
|
2024
Q1 | $308K | Buy |
7,353
+15
| +0.2% | +$628 | 0.1% | 82 |
|
|
2023
Q4 | $294K | Hold |
7,338
| – | – | 0.1% | 83 |
|
|
2023
Q3 | $229K | Hold |
7,338
| – | – | 0.09% | 85 |
|
|
2023
Q2 | $247K | Buy |
+7,338
| New | +$247K | 0.1% | 86 |
|