FPAS
Focus Partners Advisor Solutions’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
11,287
+972
| +9% | +$60.1K | 0.01% | 559 |
|
|
2025
Q1 | $541K | Buy |
10,315
+1,961
| +23% | +$103K | 0.01% | 567 |
|
|
2024
Q4 | $480K | Buy |
8,354
+1,006
| +14% | +$57.8K | 0.01% | 485 |
|
|
2024
Q3 | $391K | Buy |
7,348
+364
| +5% | +$19.3K | 0.01% | 501 |
|
|
2024
Q2 | $290K | Sell |
6,984
-1,481
| -17% | -$61.5K | 0.01% | 496 |
|
|
2024
Q1 | $354K | Buy |
+8,465
| New | +$354K | 0.01% | 425 |
|
|
2022
Q4 | – | Sell |
-5,518
| Closed | -$226K | – | 352 |
|
|
2022
Q3 | $226K | Buy |
5,518
+1,018
| +23% | +$41.7K | 0.01% | 356 |
|
|
2022
Q2 | $200K | Buy |
+4,500
| New | +$200K | 0.02% | 343 |
|