Frisch Financial Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $428K | Hold |
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|
2024
Q3 | $396K | Buy |
|
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $377K | Sell |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $205K | Buy |
|