Envestnet Portfolio Solutions’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
8,922
+4,753
| +114% | +$294K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $218K | Sell |
4,169
-5,281
| -56% | -$277K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $543K | Buy |
9,450
+415
| +5% | +$23.8K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $480K | Sell |
9,035
-1,877
| -17% | -$99.8K | ﹤0.01% | 1226 |
|
|
2024
Q2 | $453K | Sell |
10,912
-457
| -4% | -$19K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $476K | Buy |
11,369
+946
| +9% | +$39.6K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $419K | Sell |
10,423
-29,182
| -74% | -$1.17M | ﹤0.01% | 1125 |
|
|
2023
Q3 | $1.24M | Buy |
+39,605
| New | +$1.24M | 0.01% | 692 |
|