Douglas Lane & Associates’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $684K | Sell |
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|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $501K | Sell |
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|
2022
Q2 | $560K | Hold |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $771K | Hold |
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|
2021
Q3 | $683K | Buy |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $332K | Buy |
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