Cary Street Partners Investment Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1K | Buy |
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|
2025
Q1 | $15.8K | Buy |
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|
2024
Q4 | $9.02K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
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