DFPG Investments’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $233K | Sell |
6,093
-964
| -14% | -$36.8K | 0.02% | 573 |
|
2023
Q3 | $227K | Sell |
7,057
-9,622
| -58% | -$310K | 0.02% | 531 |
|
2023
Q2 | $597K | Buy |
16,679
+1,070
| +7% | +$38.3K | 0.05% | 341 |
|
2023
Q1 | $509K | Buy |
15,609
+1,079
| +7% | +$35.2K | 0.05% | 339 |
|
2022
Q4 | $503K | Buy |
+14,530
| New | +$503K | 0.08% | 255 |
|