First Western Trust Bank’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+3,619
| New | +$224K | 0.01% | 184 |
|
|
2025
Q1 | – | Sell |
-3,619
| Closed | -$208K | – | 190 |
|
|
2024
Q4 | $208K | Sell |
3,619
-478
| -12% | -$27.5K | 0.01% | 191 |
|
|
2024
Q3 | $218K | Sell |
4,097
-1,284
| -24% | -$68.2K | 0.01% | 191 |
|
|
2024
Q2 | $224K | Sell |
5,381
-1,727
| -24% | -$71.7K | 0.01% | 181 |
|
|
2024
Q1 | $298K | Hold |
7,108
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $285K | Buy |
+7,108
| New | +$285K | 0.01% | 167 |
|