FSA Wealth 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 | $48.7K | Hold |
788
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $41.3K | Hold |
788
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $45.3K | Hold |
788
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $41.9K | Buy |
+788
| New | +$41.9K | 0.02% | 171 |
|
|
2024
Q1 | $33K | Hold |
788
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $32K | Buy |
+788
| New | +$32K | 0.02% | 185 |
|
|
2021
Q1 | – | Sell |
-476
| Closed | -$16K | – | 74 |
|
|
2020
Q4 | $16K | Buy |
+476
| New | +$16K | 0.01% | 224 |
|
|
2020
Q3 | – | Sell |
-476
| Closed | -$13K | – | 98 |
|
|
2020
Q2 | $13K | Sell |
476
-3,022
| -86% | -$82.5K | 0.01% | 235 |
|
|
2020
Q1 | $83K | Sell |
3,498
-2,515
| -42% | -$59.7K | 0.07% | 80 |
|
|
2019
Q4 | $186K | Buy |
+6,013
| New | +$186K | 0.13% | 59 |
|