Clearstead Advisors’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309 | Hold |
5
| – | – | ﹤0.01% | 2534 |
|
|
2025
Q1 | $261 | Hold |
5
| – | – | ﹤0.01% | 2113 |
|
|
2024
Q4 | $288 | Hold |
5
| – | – | ﹤0.01% | 2014 |
|
|
2024
Q3 | $266 | Hold |
5
| – | – | ﹤0.01% | 1981 |
|
|
2024
Q2 | $208 | Hold |
5
| – | – | ﹤0.01% | 1974 |
|
|
2024
Q1 | $220 | Sell |
5
-15
| -75% | -$660 | ﹤0.01% | 1490 |
|
|
2023
Q4 | $808 | Sell |
20
-22
| -52% | -$889 | ﹤0.01% | 1422 |
|
|
2023
Q3 | $1.32K | Buy |
42
+21
| +100% | +$661 | ﹤0.01% | 1437 |
|
|
2023
Q2 | $712 | Hold |
21
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q1 | $693 | Hold |
21
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q4 | $657 | Sell |
21
-3
| -13% | -$94 | ﹤0.01% | 1203 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1220 |
|
|
2022
Q2 | $1K | Sell |
24
-1
| -4% | -$42 | ﹤0.01% | 1243 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q4 | $2K | Buy |
25
+5
| +25% | +$400 | ﹤0.01% | 1142 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1218 |
|