Forum Financial Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
4,460
| – | – | ﹤0.01% | 720 |
|
|
2025
Q1 | $234K | Sell |
4,460
-851
| -16% | -$44.6K | ﹤0.01% | 735 |
|
|
2024
Q4 | $305K | Hold |
5,311
| – | – | 0.01% | 602 |
|
|
2024
Q3 | $282K | Hold |
5,311
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $221K | Sell |
5,311
-1,713
| -24% | -$71.2K | ﹤0.01% | 625 |
|
|
2024
Q1 | $294K | Buy |
7,024
+1,714
| +32% | +$71.8K | 0.01% | 509 |
|
|
2023
Q4 | $213K | Buy |
+5,310
| New | +$213K | ﹤0.01% | 618 |
|
|
2022
Q4 | – | Sell |
-6,880
| Closed | -$227K | – | 597 |
|
|
2022
Q3 | $227K | Hold |
6,880
| – | – | 0.01% | 452 |
|
|
2022
Q2 | $247K | Buy |
6,880
+252
| +4% | +$9.05K | 0.01% | 430 |
|
|
2022
Q1 | $303K | Buy |
6,628
+134
| +2% | +$6.13K | 0.01% | 389 |
|
|
2021
Q4 | $317K | Buy |
+6,494
| New | +$317K | 0.02% | 388 |
|