Callan Capital’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $351K | Buy |
6,699
+361
| +6% | +$18.9K | 0.03% | 258 |
|
2024
Q4 | $364K | Sell |
6,338
-1,522
| -19% | -$87.4K | 0.03% | 225 |
|
2024
Q3 | $418K | Sell |
7,860
-496
| -6% | -$26.4K | 0.03% | 207 |
|
2024
Q2 | $347K | Buy |
8,356
+3,240
| +63% | +$135K | 0.03% | 214 |
|
2024
Q1 | $214K | Buy |
+5,116
| New | +$214K | 0.02% | 265 |
|