Capital Analysts LLC’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-375
| Closed | -$12K | – | 999 |
|
|
2023
Q1 | $12K | Buy |
+375
| New | +$12K | ﹤0.01% | 786 |
|
|
2022
Q4 | – | Sell |
-113
| Closed | -$4K | – | 1071 |
|
|
2022
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 881 |
|
|
2022
Q1 | – | Sell |
-113
| Closed | -$5K | – | 943 |
|
|
2021
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 878 |
|
|
2021
Q3 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 851 |
|