Financial Gravity Asset Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $74.9K | Buy |
+1,429
| New | +$74.9K | 0.02% | 251 |
|
|
2024
Q2 | – | Sell |
-59
| Closed | -$2.46K | – | 1575 |
|
|
2024
Q1 | $2.46K | Buy |
+59
| New | +$2.46K | ﹤0.01% | 1031 |
|
|
2023
Q3 | – | Sell |
-34
| Closed | -$77 | – | 1296 |
|
|
2023
Q2 | $77 | Buy |
34
+21
| +162% | +$48 | ﹤0.01% | 1336 |
|
|
2023
Q1 | $0 | Sell |
13
-18
| -58% | – | ﹤0.01% | 1190 |
|
|
2022
Q4 | $72 | Sell |
31
-831
| -96% | -$1.93K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $3.24K | Sell |
862
-172
| -17% | -$647 | 0.11% | 199 |
|
|
2022
Q2 | $4.48K | Buy |
1,034
+893
| +633% | +$3.87K | 0.14% | 153 |
|
|
2022
Q1 | $17 | Buy |
141
+67
| +91% | +$8 | ﹤0.01% | 727 |
|
|
2021
Q4 | $2 | Buy |
+74
| New | +$2 | ﹤0.01% | 928 |
|
|
2020
Q2 | – | Sell |
-284
| Closed | -$6 | – | 120 |
|
|
2020
Q1 | $6 | Sell |
284
-873
| -75% | -$18 | ﹤0.01% | 1051 |
|
|
2019
Q4 | $36K | Sell |
1,157
-747
| -39% | -$23.2K | 0.02% | 789 |
|
|
2019
Q3 | $54K | Sell |
1,904
-1,846
| -49% | -$52.4K | 0.05% | 281 |
|
|
2019
Q2 | $96K | Buy |
3,750
+2,791
| +291% | +$71.5K | 0.08% | 232 |
|
|
2019
Q1 | $24K | Buy |
+959
| New | +$24K | 0.02% | 412 |
|