Derby & Company’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $289K | Hold |
6,680
| – | – | 0.06% | 67 |
|
|
2021
Q2 | $275K | Sell |
6,680
-47
| -0.7% | -$1.94K | 0.06% | 69 |
|
|
2021
Q1 | $240K | Hold |
6,727
| – | – | 0.05% | 72 |
|
|
2020
Q4 | $223K | Buy |
+6,727
| New | +$223K | 0.06% | 68 |
|
|
2020
Q1 | – | Sell |
-6,727
| Closed | -$208K | – | 43 |
|
|
2019
Q4 | $208K | Buy |
+6,727
| New | +$208K | 0.08% | 57 |
|