DWM
Diversify Wealth Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
4,678
-655
| -12% | -$42.9K | 0.02% | 454 |
|
|
2025
Q1 | $286K | Sell |
5,333
-882
| -14% | -$47.3K | 0.02% | 443 |
|
|
2024
Q4 | $341K | Sell |
6,215
-833
| -12% | -$45.7K | 0.03% | 416 |
|
|
2024
Q3 | $381K | Sell |
7,048
-669
| -9% | -$36.2K | 0.04% | 357 |
|
|
2024
Q2 | $338K | Buy |
+7,717
| New | +$338K | 0.04% | 340 |
|