Crestmont Private Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,253
| Closed | -$471K | – | 86 |
|
|
2024
Q1 | $471K | Buy |
11,253
+936
| +9% | +$39.2K | 0.23% | 24 |
|
|
2023
Q4 | $414K | Sell |
10,317
-172
| -2% | -$6.9K | 0.21% | 19 |
|
|
2023
Q3 | $328K | Sell |
10,489
-2,748
| -21% | -$85.9K | 0.2% | 26 |
|
|
2023
Q2 | $445K | Buy |
13,237
+3,959
| +43% | +$133K | 0.26% | 23 |
|
|
2023
Q1 | $302K | Buy |
9,278
+1,325
| +17% | +$43.2K | 0.2% | 35 |
|
|
2022
Q4 | $250K | Buy |
+7,953
| New | +$250K | 0.17% | 40 |
|