EverSource Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $107K | Sell |
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|
2024
Q3 | $176K | Buy |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $44.4K | Sell |
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|
2023
Q4 | $51.5K | Sell |
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|
2023
Q3 | $48.4K | Buy |
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|
2023
Q2 | $35.2K | Sell |
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|
2023
Q1 | $63.4K | Buy |
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|
2022
Q4 | $56.9K | Sell |
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $13K | Buy |
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