Ellevest Inc’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Buy |
+4,647
| New | +$287K | 0.05% | 312 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 538 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 1901 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 1859 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 1627 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 1414 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 1427 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 1430 |
|
2021
Q3 | – | Sell |
-195
| Closed | -$8K | – | 1413 |
|
2021
Q2 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 798 |
|