Catalyst Financial Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
5,938
| – | – | 0.04% | 206 |
|
|
2025
Q1 | $311K | Sell |
5,938
-31
| -0.5% | -$1.63K | 0.06% | 210 |
|
|
2024
Q4 | $343K | Hold |
5,969
| – | – | 0.06% | 191 |
|
|
2024
Q3 | $317K | Sell |
5,969
-19
| -0.3% | -$1.01K | 0.06% | 193 |
|
|
2024
Q2 | $249K | Buy |
5,988
+19
| +0.3% | +$789 | 0.05% | 212 |
|
|
2024
Q1 | $233K | Buy |
5,969
+637
| +12% | +$24.8K | 0.06% | 203 |
|
|
2023
Q4 | $214K | Buy |
+5,332
| New | +$214K | 0.06% | 207 |
|