Foundations Investment 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 | $1.33M | Sell |
21,462
-1,034
| -5% | -$64K | 0.02% | 372 |
|
|
2025
Q1 | $1.18M | Sell |
22,496
-1,712
| -7% | -$89.7K | 0.02% | 372 |
|
|
2024
Q4 | $1.39M | Buy |
24,208
+915
| +4% | +$52.6K | 0.03% | 347 |
|
|
2024
Q3 | $1.24M | Sell |
23,293
-441
| -2% | -$23.4K | 0.03% | 330 |
|
|
2024
Q2 | $986K | Buy |
23,734
+83
| +0.4% | +$3.45K | 0.02% | 337 |
|
|
2024
Q1 | $990K | Sell |
23,651
-645
| -3% | -$27K | 0.03% | 323 |
|
|
2023
Q4 | $953K | Sell |
24,296
-649
| -3% | -$25.4K | 0.03% | 317 |
|
|
2023
Q3 | $780K | Buy |
+24,945
| New | +$780K | 0.02% | 312 |
|