Crestwood Advisors Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
+16,150
| New | +$999K | 0.02% | 279 |
|
|
2022
Q4 | – | Sell |
-8,186
| Closed | -$271K | – | 268 |
|
|
2022
Q3 | $271K | Hold |
8,186
| – | – | 0.01% | 225 |
|
|
2022
Q2 | $294K | Sell |
8,186
-276
| -3% | -$9.91K | 0.01% | 220 |
|
|
2022
Q1 | $387K | Sell |
8,462
-5,423
| -39% | -$248K | 0.01% | 217 |
|
|
2021
Q4 | $678K | Buy |
+13,885
| New | +$678K | 0.02% | 186 |
|