Buckingham Strategic Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $244K | Sell |
5,884
-829
| -12% | -$34.4K | ﹤0.01% | 654 |
|
|
2024
Q1 | $281K | Buy |
6,713
+881
| +15% | +$36.9K | ﹤0.01% | 605 |
|
|
2023
Q4 | $234K | Sell |
5,832
-1,115
| -16% | -$44.7K | ﹤0.01% | 642 |
|
|
2023
Q3 | $217K | Buy |
6,947
+734
| +12% | +$23K | ﹤0.01% | 615 |
|
|
2023
Q2 | $209K | Buy |
+6,213
| New | +$209K | ﹤0.01% | 632 |
|
|
2022
Q4 | – | Sell |
-8,428
| Closed | -$279K | – | 629 |
|
|
2022
Q3 | $279K | Sell |
8,428
-32
| -0.4% | -$1.06K | 0.01% | 481 |
|
|
2022
Q2 | $304K | Buy |
8,460
+107
| +1% | +$3.85K | 0.01% | 463 |
|
|
2022
Q1 | $382K | Sell |
8,353
-51
| -0.6% | -$2.33K | 0.01% | 419 |
|
|
2021
Q4 | $410K | Sell |
8,404
-895
| -10% | -$43.7K | 0.01% | 404 |
|
|
2021
Q3 | $402K | Buy |
9,299
+144
| +2% | +$6.23K | 0.01% | 406 |
|
|
2021
Q2 | $377K | Buy |
9,155
+3,091
| +51% | +$127K | 0.01% | 418 |
|
|
2021
Q1 | $217K | Buy |
+6,064
| New | +$217K | 0.01% | 500 |
|
|
2016
Q2 | – | Sell |
-13,811
| Closed | -$253K | – | 251 |
|
|
2016
Q1 | $253K | Buy |
+13,811
| New | +$253K | 0.08% | 174 |
|