DWAM
Duncan Williams Asset Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
16,659
+2,348
| +16% | +$145K | 0.33% | 48 |
|
|
2025
Q1 | $750K | Buy |
14,311
+1,281
| +10% | +$67.1K | 0.27% | 64 |
|
|
2024
Q4 | $749K | Sell |
13,030
-313
| -2% | -$18K | 0.29% | 62 |
|
|
2024
Q3 | $709K | Buy |
13,343
+579
| +5% | +$30.8K | 0.39% | 51 |
|
|
2024
Q2 | $530K | Buy |
12,764
+1,653
| +15% | +$68.7K | 0.45% | 38 |
|
|
2024
Q1 | $465K | Buy |
+11,111
| New | +$465K | 0.42% | 43 |
|