Fortis Group Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
337
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $17.7K | Hold |
337
| – | – | ﹤0.01% | 260 |
|
|
2024
Q4 | $19.4K | Hold |
337
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $17.9K | Hold |
337
| – | – | ﹤0.01% | 251 |
|
|
2024
Q2 | $14K | Hold |
337
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $14.1K | Sell |
337
-337
| -50% | -$14.1K | ﹤0.01% | 287 |
|
|
2023
Q4 | $27K | Buy |
674
+337
| +100% | +$13.5K | 0.01% | 206 |
|
|
2023
Q3 | $10.5K | Buy |
+337
| New | +$10.5K | ﹤0.01% | 221 |
|
|
2020
Q3 | $11K | Buy |
+420
| New | +$11K | ﹤0.01% | 277 |
|