Freedman Financial Associates’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,405
| Closed | -$114K | – | 54 |
|
2022
Q1 | $114K | Hold |
2,405
| – | – | 0.08% | 113 |
|
2021
Q4 | $117K | Sell |
2,405
-742
| -24% | -$36.1K | 0.08% | 109 |
|
2021
Q3 | $136K | Hold |
3,147
| – | – | 0.1% | 94 |
|
2021
Q2 | $130K | Sell |
3,147
-161
| -5% | -$6.65K | 0.1% | 92 |
|
2021
Q1 | $118K | Buy |
3,308
+139
| +4% | +$4.96K | 0.1% | 92 |
|
2020
Q4 | $105K | Buy |
+3,169
| New | +$105K | 0.09% | 89 |
|