Cerity Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.48M | Buy |
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|
2025
Q2 | $6.26M | Sell |
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|
2025
Q1 | $5.56M | Buy |
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|
2024
Q4 | $4.92M | Sell |
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|
2024
Q3 | $5.19M | Buy |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.93M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $511K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $700K | Sell |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $749K | Buy |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $206K | Buy |
|