CWP
BN icon

Concord Wealth Partners’s Brookfield BN Stock Holding History

Concord Wealth Partners’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.36K Hold
119
– – ﹤0.01% 581
2025
Q1 		$6.24K Sell
119
-9
-7% -$472 ﹤0.01% 558
2024
Q4 		$7.35K Sell
128
-56
-30% -$3.22K ﹤0.01% 556
2024
Q3 		$9.78K Buy
+184
New +$9.78K ﹤0.01% 559