DWM
BBUC
Dorchester Wealth Management’s Brookfield Business Corp BBUC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.75M | Buy |
118,001
+138
| +0.1% | +$3.22K | 0.55% | 44 |
|
|
2024
Q3 | $2.91M | Sell |
117,863
-2,579
| -2% | -$63.6K | 0.53% | 48 |
|
|
2024
Q2 | $2.37M | Buy |
120,442
+3,980
| +3% | +$78.4K | 0.46% | 52 |
|
|
2024
Q1 | $2.73M | Buy |
116,462
+410
| +0.4% | +$9.61K | 0.49% | 52 |
|
|
2023
Q4 | $2.65M | Buy |
116,052
+40,221
| +53% | +$918K | 0.49% | 52 |
|
|
2023
Q3 | $1.34M | Buy |
75,831
+64,844
| +590% | +$1.14M | 0.27% | 60 |
|
|
2023
Q2 | $145K | Buy |
+10,987
| New | +$145K | 0.03% | 142 |
|
|
2023
Q1 | – | Sell |
-33,051
| Closed | -$498K | – | 153 |
|
|
2022
Q4 | $498K | Sell |
33,051
-1,781
| -5% | -$26.8K | 0.12% | 89 |
|
|
2022
Q3 | $771K | Buy |
34,832
+2,211
| +7% | +$48.9K | 0.17% | 84 |
|
|
2022
Q2 | $745K | Buy |
32,621
+400
| +1% | +$9.14K | 0.15% | 88 |
|
|
2022
Q1 | $1.09M | Buy |
+32,221
| New | +$1.09M | 0.17% | 71 |
|