FirstPurpose Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $256K | Sell |
6,541
-3,534
| -35% | -$138K | 0.09% | 174 |
|
|
2023
Q4 | $404K | Buy |
10,075
+209
| +2% | +$8.39K | 0.15% | 116 |
|
|
2023
Q3 | $309K | Buy |
9,866
+303
| +3% | +$9.48K | 0.13% | 134 |
|
|
2023
Q2 | $322K | Buy |
9,563
+252
| +3% | +$8.48K | 0.14% | 127 |
|
|
2023
Q1 | $303K | Buy |
9,311
+513
| +6% | +$16.7K | 0.15% | 125 |
|
|
2022
Q4 | $277K | Buy |
+8,798
| New | +$277K | 0.15% | 130 |
|