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