CRA Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Hold |
8,000
| – | – | 0.08% | 163 |
|
|
2025
Q1 | $419K | Sell |
8,000
-1,550
| -16% | -$81.2K | 0.07% | 168 |
|
|
2024
Q4 | $549K | Hold |
9,550
| – | – | 0.09% | 144 |
|
|
2024
Q3 | $508K | Sell |
9,550
-1,700
| -15% | -$90.4K | 0.09% | 136 |
|
|
2024
Q2 | $467K | Hold |
11,250
| – | – | 0.09% | 137 |
|
|
2024
Q1 | $471K | Sell |
11,250
-2,021
| -15% | -$84.6K | 0.1% | 130 |
|
|
2023
Q4 | $532K | Hold |
13,271
| – | – | 0.13% | 114 |
|
|
2023
Q3 | $415K | Hold |
13,271
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $447K | Sell |
13,271
-80
| -0.6% | -$2.69K | 0.12% | 114 |
|
|
2023
Q1 | $435K | Sell |
13,351
-1,875
| -12% | -$61.1K | 0.13% | 116 |
|
|
2022
Q4 | $479K | Sell |
15,226
-3,609
| -19% | -$114K | 0.16% | 109 |
|
|
2022
Q3 | $623K | Hold |
18,835
| – | – | 0.22% | 86 |
|
|
2022
Q2 | $677K | Buy |
18,835
+280
| +2% | +$10.1K | 0.23% | 87 |
|
|
2022
Q1 | $849K | Hold |
18,555
| – | – | 0.26% | 76 |
|
|
2021
Q4 | $906K | Sell |
18,555
-56
| -0.3% | -$2.73K | 0.27% | 70 |
|
|
2021
Q3 | $805K | Buy |
18,611
+56
| +0.3% | +$2.42K | 0.27% | 72 |
|
|
2021
Q2 | $765K | Sell |
18,555
-130
| -0.7% | -$5.36K | 0.27% | 77 |
|
|
2021
Q1 | $668K | Hold |
18,685
| – | – | 0.26% | 82 |
|
|
2020
Q4 | $619K | Hold |
18,685
| – | – | 0.26% | 82 |
|
|
2020
Q3 | $496K | Hold |
18,685
| – | – | 0.24% | 84 |
|
|
2020
Q2 | $494K | Hold |
18,685
| – | – | 0.26% | 80 |
|
|
2020
Q1 | $443K | Hold |
18,685
| – | – | 0.28% | 79 |
|
|
2019
Q4 | $578K | Hold |
18,685
| – | – | 0.32% | 71 |
|
|
2019
Q3 | $531K | Hold |
18,685
| – | – | 0.32% | 68 |
|
|
2019
Q2 | $478K | Hold |
18,685
| – | – | 0.29% | 75 |
|
|
2019
Q1 | $467K | Hold |
18,685
| – | – | 0.3% | 75 |
|
|
2018
Q4 | $384K | Buy |
+18,685
| New | +$384K | 0.28% | 83 |
|