First Trust Direct Indexing’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $551K | Buy |
|
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|
2024
Q2 | $419K | Buy |
|
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|
2024
Q1 | $369K | Buy |
|
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|
2023
Q4 | $344K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $398K | Sell |
|
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|
2022
Q4 | $445K | Sell |
|
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|
2022
Q3 | $592K | Buy |
|
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|
2022
Q2 | $609K | Sell |
|
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|
2022
Q1 | $779K | Sell |
|
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|
2021
Q4 | $855K | Sell |
|
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|
2021
Q3 | $760K | Sell |
|
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|
2021
Q2 | $781K | Buy |
|
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|
2021
Q1 | $532K | Buy |
|