Doyle Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.11M | Buy |
33,529
+90
| +0.3% | +$2.97K | 0.1% | 97 |
|
|
2022
Q2 | $1.2M | Hold |
33,439
| – | – | 0.1% | 98 |
|
|
2022
Q1 | $1.53M | Buy |
33,439
+703
| +2% | +$32.1K | 0.11% | 96 |
|
|
2021
Q4 | $1.6M | Hold |
32,736
| – | – | 0.11% | 93 |
|
|
2021
Q3 | $1.42M | Buy |
32,736
+50
| +0.2% | +$2.16K | 0.11% | 92 |
|
|
2021
Q2 | $1.35M | Sell |
32,686
-229
| -0.7% | -$9.44K | 0.11% | 96 |
|
|
2021
Q1 | $1.18M | Hold |
32,915
| – | – | 0.11% | 97 |
|
|
2020
Q4 | $1.09M | Hold |
32,915
| – | – | 0.11% | 96 |
|
|
2020
Q3 | $874K | Hold |
32,915
| – | – | 0.1% | 98 |
|
|
2020
Q2 | $869K | Sell |
32,915
-4
| -0% | -$106 | 0.11% | 90 |
|
|
2020
Q1 | $780K | Hold |
32,919
| – | – | 0.12% | 83 |
|
|
2019
Q4 | $1.02M | Hold |
32,919
| – | – | 0.13% | 81 |
|
|
2019
Q3 | $935K | Hold |
32,919
| – | – | 0.13% | 83 |
|
|
2019
Q2 | $842K | Hold |
32,919
| – | – | 0.12% | 81 |
|
|
2019
Q1 | $843K | Hold |
32,919
| – | – | 0.12% | 81 |
|
|
2018
Q4 | $676K | Hold |
32,919
| – | – | 0.11% | 81 |
|
|
2018
Q3 | $785K | Hold |
32,919
| – | – | 0.12% | 81 |
|
|
2018
Q2 | $714K | Buy |
32,919
+618
| +2% | +$13.4K | 0.12% | 87 |
|
|
2018
Q1 | $674K | Buy |
32,301
+1,792
| +6% | +$37.4K | 0.11% | 81 |
|
|
2017
Q4 | $711K | Hold |
30,509
| – | – | 0.12% | 77 |
|
|
2017
Q3 | $674K | Hold |
30,509
| – | – | 0.12% | 76 |
|
|
2017
Q2 | $640K | Buy |
+30,509
| New | +$640K | 0.12% | 75 |
|