CWS Financial Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,252
| Closed | -$211K | – | 112 |
|
|
2023
Q4 | $211K | Buy |
+5,252
| New | +$211K | 0.08% | 137 |
|
|
2023
Q1 | – | Sell |
-4,536
| Closed | -$202K | – | 144 |
|
|
2022
Q4 | $202K | Buy |
+4,536
| New | +$202K | 0.09% | 138 |
|
|
2022
Q3 | – | Sell |
-5,611
| Closed | -$202K | – | 140 |
|
|
2022
Q2 | $202K | Hold |
5,611
| – | – | 0.09% | 140 |
|
|
2022
Q1 | $257K | Hold |
5,611
| – | – | 0.1% | 128 |
|
|
2021
Q4 | $274K | Buy |
+5,611
| New | +$274K | 0.1% | 124 |
|
|
2021
Q2 | $231K | Sell |
5,611
-39
| -0.7% | -$1.61K | 0.09% | 133 |
|
|
2021
Q1 | $202K | Buy |
+5,650
| New | +$202K | 0.09% | 138 |
|