Buckingham Strategic Wealth’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$244K Sell
2024
Q1
$281K Buy
2023
Q4
$234K Sell
2023
Q3
$217K Buy
2023
Q2
$209K Buy
2022
Q4
Sell
2022
Q3
$279K Sell
2022
Q2
$304K Buy
2022
Q1
$382K Sell
2021
Q4
$410K Sell
2021
Q3
$402K Buy
2021
Q2
$377K Buy
2021
Q1
$217K Buy
2016
Q2
Sell
2016
Q1
$253K Buy