Edmond de Rothschild Holding’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-878
| Closed | -$28.6K | – | 716 |
|
|
2023
Q1 | $28.6K | Hold |
878
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $27.6K | Sell |
878
-208
| -19% | -$6.54K | ﹤0.01% | 695 |
|
|
2022
Q3 | $36K | Hold |
1,086
| – | – | ﹤0.01% | 692 |
|
|
2022
Q2 | $39K | Hold |
1,086
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $50K | Buy |
1,086
+214
| +25% | +$9.85K | ﹤0.01% | 669 |
|
|
2021
Q4 | $43K | Buy |
+872
| New | +$43K | ﹤0.01% | 713 |
|
|
2017
Q2 | – | Sell |
-3,924
| Closed | -$77K | – | 795 |
|
|
2017
Q1 | $77K | Buy |
+3,924
| New | +$77K | ﹤0.01% | 580 |
|