Colonial Trust Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.3K | Buy |
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|
2025
Q1 | $33.1K | Sell |
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|
2024
Q4 | $71.5K | Sell |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $97.4K | Hold |
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|
2024
Q1 | $98.1K | Buy |
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|
2023
Q4 | $90K | Sell |
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|
2023
Q3 | $73.2K | Sell |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $119K | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.49M | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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