Cornerstone Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
14,475
-7,430
| -34% | -$460K | 0.1% | 100 |
|
|
2025
Q1 | $1.19M | Buy |
21,905
+7,075
| +48% | +$386K | 0.14% | 83 |
|
|
2024
Q4 | $903K | Buy |
+14,830
| New | +$903K | 0.1% | 95 |
|
|
2021
Q1 | – | Sell |
-12,581
| Closed | -$417K | – | 204 |
|
|
2020
Q4 | $417K | Buy |
+12,581
| New | +$417K | 0.08% | 156 |
|