EverSource Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
2,290
-77
| -3% | -$4.76K | 0.01% | 1023 |
|
|
2025
Q1 | $124K | Buy |
2,367
+496
| +27% | +$26K | 0.01% | 834 |
|
|
2024
Q4 | $107K | Sell |
1,871
-1,437
| -43% | -$82.6K | 0.01% | 879 |
|
|
2024
Q3 | $176K | Buy |
3,308
+145
| +5% | +$7.71K | 0.01% | 602 |
|
|
2024
Q2 | $154K | Buy |
3,163
+2,057
| +186% | +$100K | 0.01% | 649 |
|
|
2024
Q1 | $44.4K | Sell |
1,106
-178
| -14% | -$7.14K | ﹤0.01% | 1028 |
|
|
2023
Q4 | $51.5K | Sell |
1,284
-264
| -17% | -$10.6K | ﹤0.01% | 889 |
|
|
2023
Q3 | $48.4K | Buy |
1,548
+501
| +48% | +$15.7K | 0.01% | 822 |
|
|
2023
Q2 | $35.2K | Sell |
1,047
-897
| -46% | -$30.2K | ﹤0.01% | 966 |
|
|
2023
Q1 | $63.4K | Buy |
1,944
+134
| +7% | +$4.37K | 0.01% | 697 |
|
|
2022
Q4 | $56.9K | Sell |
1,810
-209
| -10% | -$6.58K | 0.01% | 716 |
|
|
2022
Q3 | $66K | Buy |
2,019
+1,757
| +671% | +$57.4K | 0.02% | 557 |
|
|
2022
Q2 | $9K | Sell |
262
-19
| -7% | -$653 | ﹤0.01% | 1059 |
|
|
2022
Q1 | $13K | Hold |
281
| – | – | ﹤0.01% | 869 |
|
|
2021
Q4 | $13K | Buy |
+281
| New | +$13K | ﹤0.01% | 840 |
|