Compass Planning Associates’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.9K Buy
516
+1
+0.2% +$62 0.03% 68
2025
Q1
$27K Buy
515
+1
+0.2% +$52 0.03% 74
2024
Q4
$29.6K Buy
+514
New +$29.6K 0.03% 72