Cassaday & Co Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Hold |
6,216
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $325K | Hold |
6,216
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $357K | Hold |
6,216
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $331K | Hold |
6,216
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $259K | Hold |
6,216
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $260K | Hold |
6,216
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $251K | Buy |
+6,216
| New | +$251K | 0.01% | 241 |
|
|
2023
Q3 | – | Sell |
-6,216
| Closed | -$210K | – | 262 |
|
|
2023
Q2 | $210K | Sell |
6,216
-750
| -11% | -$25.3K | 0.01% | 243 |
|
|
2023
Q1 | $227K | Buy |
+6,966
| New | +$227K | 0.01% | 238 |
|