Capital Directions Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $52.8K | Buy |
+1,677
| New | +$52.8K | 0.02% | 120 |
|
|
2022
Q3 | – | Sell |
-2,074
| Closed | -$75K | – | 96 |
|
|
2022
Q2 | $75K | Hold |
2,074
| – | – | 0.02% | 103 |
|
|
2022
Q1 | $95K | Buy |
+2,074
| New | +$95K | 0.03% | 101 |
|
|
2021
Q4 | – | Sell |
-2,074
| Closed | -$90K | – | 80 |
|
|
2021
Q3 | $90K | Hold |
2,074
| – | – | 0.03% | 95 |
|
|
2021
Q2 | $85K | Buy |
+2,074
| New | +$85K | 0.03% | 90 |
|
|
2021
Q1 | – | Sell |
-2,089
| Closed | -$69K | – | 204 |
|
|
2020
Q4 | $69K | Hold |
2,089
| – | – | 0.02% | 91 |
|
|
2020
Q3 | $55K | Hold |
2,089
| – | – | 0.02% | 101 |
|
|
2020
Q2 | $55K | Hold |
2,089
| – | – | 0.02% | 103 |
|
|
2020
Q1 | $49K | Hold |
2,089
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $65K | Hold |
2,089
| – | – | 0.02% | 115 |
|
|
2019
Q3 | $59K | Buy |
+2,089
| New | +$59K | 0.02% | 116 |
|