Evoke Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,248
| Closed | -$223K | – | 588 |
|
2025
Q1 | $223K | Buy |
+4,248
| New | +$223K | 0.01% | 403 |
|
2022
Q3 | – | Sell |
-40
| Closed | -$1K | – | 1179 |
|
2022
Q2 | $1K | Sell |
40
-1
| -2% | -$25 | ﹤0.01% | 1101 |
|
2022
Q1 | $2K | Sell |
41
-345
| -89% | -$16.8K | ﹤0.01% | 1026 |
|
2021
Q4 | $19K | Buy |
386
+1
| +0.3% | +$49 | ﹤0.01% | 683 |
|
2021
Q3 | $16K | Sell |
385
-1
| -0.3% | -$42 | ﹤0.01% | 666 |
|
2021
Q2 | $16K | Sell |
386
-3
| -0.8% | -$124 | ﹤0.01% | 681 |
|
2021
Q1 | $14K | Buy |
389
+349
| +873% | +$12.6K | ﹤0.01% | 638 |
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 940 |
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 908 |
|
2020
Q2 | $1K | Sell |
40
-7,639
| -99% | -$191K | ﹤0.01% | 949 |
|
2020
Q1 | $182K | Sell |
7,679
-7,005
| -48% | -$166K | 0.03% | 194 |
|
2019
Q4 | $454K | Sell |
14,684
-189
| -1% | -$5.85K | 0.06% | 131 |
|
2019
Q3 | $423K | Buy |
+14,873
| New | +$423K | 0.05% | 162 |
|