First Personal Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.1K | Buy |
+785
| New | +$37.1K | 0.01% | 216 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$2.39K | – | 407 |
|
|
2022
Q4 | $2.39K | Sell |
76
-18
| -19% | -$566 | ﹤0.01% | 371 |
|
|
2022
Q3 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 394 |
|
|
2019
Q3 | – | Sell |
-6,385
| Closed | -$163K | – | 565 |
|
|
2019
Q2 | $163K | Hold |
6,385
| – | – | 0.05% | 175 |
|
|
2019
Q1 | $159K | Hold |
6,385
| – | – | 0.05% | 171 |
|
|
2018
Q4 | $131K | Buy |
6,385
+548
| +9% | +$11.2K | 0.05% | 180 |
|
|
2018
Q3 | $139K | Buy |
5,837
+1,016
| +21% | +$24.2K | 0.04% | 187 |
|
|
2018
Q2 | $105K | Buy |
4,821
+96
| +2% | +$2.09K | 0.04% | 208 |
|
|
2018
Q1 | $99K | Buy |
4,725
+147
| +3% | +$3.08K | 0.02% | 306 |
|
|
2017
Q4 | $107K | Buy |
+4,578
| New | +$107K | 0.02% | 333 |
|
|
2017
Q3 | – | Sell |
-456
| Closed | -$10K | – | 835 |
|
|
2017
Q2 | $10K | Hold |
456
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $9K | Hold |
456
| – | – | ﹤0.01% | 723 |
|
|
2016
Q4 | $8K | Hold |
456
| – | – | ﹤0.01% | 750 |
|
|
2016
Q3 | $9K | Hold |
456
| – | – | ﹤0.01% | 602 |
|
|
2016
Q2 | $8K | Sell |
456
-1,425
| -76% | -$25K | ﹤0.01% | 608 |
|
|
2016
Q1 | $34K | Hold |
1,881
| – | – | 0.02% | 205 |
|
|
2015
Q4 | $31K | Buy |
+1,881
| New | +$31K | 0.02% | 213 |
|