CAPTRUST Financial Advisors’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
4,417
| – | – | ﹤0.01% | 2118 |
|
|
2025
Q1 | $230K | Buy |
+4,417
| New | +$230K | ﹤0.01% | 2097 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$2K | – | 4162 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 4530 |
|
|
2022
Q1 | $2K | Buy |
40
+10
| +33% | +$500 | ﹤0.01% | 4564 |
|
|
2021
Q4 | $2K | Sell |
30
-18
| -38% | -$1.2K | ﹤0.01% | 4462 |
|
|
2021
Q3 | $3K | Sell |
48
-67
| -58% | -$4.19K | ﹤0.01% | 4169 |
|
|
2021
Q2 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 3804 |
|