Briaud Financial Planning’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Hold |
1,624
| – | – | 0.04% | 61 |
|
|
2025
Q1 | $85K | Hold |
1,624
| – | – | 0.03% | 62 |
|
|
2024
Q4 | $93K | Hold |
1,624
| – | – | 0.04% | 51 |
|
|
2024
Q3 | $86K | Hold |
1,624
| – | – | 0.04% | 46 |
|
|
2024
Q2 | $67K | Hold |
1,624
| – | – | 0.04% | 50 |
|
|
2024
Q1 | $68K | Buy |
+1,624
| New | +$68K | 0.04% | 48 |
|
|
2023
Q4 | – | Sell |
-1,624
| Closed | -$50K | – | 33 |
|
|
2023
Q3 | $50K | Buy |
+1,624
| New | +$50K | 0.04% | 53 |
|