Cassaday & Co Wealth Management’s Brookfield BN Stock Holding History

Cassaday & Co Wealth Management’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$384K	Hold
2025 Q1	$325K	Hold
2024 Q4	$357K	Hold
2024 Q3	$331K	Hold
2024 Q2	$259K	Hold
2024 Q1	$260K	Hold
2023 Q4	$251K	Buy
2023 Q3	–	Sell
2023 Q2	$210K	Sell
2023 Q1	$227K	Buy