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Burling Wealth Partners’s Brookfield BN Stock Holding History

Burling Wealth Partners’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$656K Sell
10,609
-2,637
-20% -$163K 0.12% 112
2025
Q1 		$694K Sell
13,246
-1,109
-8% -$58.1K 0.15% 107
2024
Q4 		$825K Buy
+14,355
New +$825K 0.17% 102