Carson Wealth (CWM LLC)’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 | $5K | Hold |
73
| – | – | ﹤0.01% | 4648 |
|
|
2025
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 4578 |
|
|
2024
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 4368 |
|
|
2024
Q3 | $4K | Buy |
73
+50
| +217% | +$2.74K | ﹤0.01% | 4225 |
|
|
2024
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 4527 |
|
|
2024
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 4246 |
|
|
2023
Q4 | $1K | Sell |
23
-17
| -43% | -$739 | ﹤0.01% | 4064 |
|
|
2023
Q3 | $1K | Buy |
40
+37
| +1,233% | +$925 | ﹤0.01% | 4106 |
|
|
2023
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4483 |
|
|
2023
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4367 |
|
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 4277 |
|
|
2022
Q3 | $0 | Buy |
3
+2
| +200% | – | ﹤0.01% | 4205 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4109 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 3895 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3649 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2983 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3287 |
|