Evermay Wealth Management’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$14.3K Buy
2024
Q4
Sell
2024
Q3
$90.3K Hold
2024
Q2
$70.6K Hold
2024
Q1
$71.1K Buy
2021
Q3
Sell
2021
Q2
$1K Buy