Financial Perspectives’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $641K | Sell |
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|
2025
Q2 | $587K | Hold |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $505K | Hold |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $397K | Hold |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $388K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $366K | Buy |
|