Evermay Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,699
| Closed | -$90.3K | – | 579 |
|
|
2024
Q3 | $90.3K | Hold |
1,699
| – | – | 0.01% | 277 |
|
|
2024
Q2 | $70.6K | Hold |
1,699
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $71.1K | Buy |
+1,699
| New | +$71.1K | 0.01% | 318 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$1K | – | 463 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 489 |
|