Compass Planning Associates’s Brookfield BN Stock Holding History

Compass Planning Associates’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$31.9K	Buy
2025 Q1	$27K	Buy
2024 Q4	$29.6K	Buy