Clearstead Advisors’s Brookfield Wealth Solutions BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $309 | Hold |
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|
2025
Q1 | $261 | Hold |
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|
2024
Q4 | $288 | Hold |
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|
2024
Q3 | $266 | Hold |
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|
2024
Q2 | $208 | Hold |
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|
2024
Q1 | $220 | Sell |
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|
2023
Q4 | $808 | Sell |
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|
2023
Q3 | $1.32K | Buy |
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|
2023
Q2 | $712 | Hold |
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|
2023
Q1 | $693 | Hold |
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|
2022
Q4 | $657 | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
|