Geneos Wealth Management’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,457
| Closed | -$160K | – | 2942 |
|
|
2021
Q2 | $160K | Hold |
8,457
| – | – | 0.01% | 950 |
|
|
2021
Q1 | $152K | Hold |
8,457
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q4 | $150K | Sell |
8,457
-5
| -0.1% | -$89 | 0.01% | 953 |
|
|
2020
Q3 | $94K | Sell |
8,462
-249
| -3% | -$2.77K | ﹤0.01% | 966 |
|
|
2020
Q2 | $84K | Sell |
8,711
-2,542
| -23% | -$24.5K | ﹤0.01% | 999 |
|
|
2020
Q1 | $98K | Buy |
11,253
+5,003
| +80% | +$43.6K | 0.01% | 844 |
|
|
2019
Q4 | $113K | Buy |
6,250
+604
| +11% | +$10.9K | 0.01% | 905 |
|
|
2019
Q3 | $115K | Buy |
5,646
+4
| +0.1% | +$81 | 0.01% | 844 |
|
|
2019
Q2 | $106K | Buy |
5,642
+303
| +6% | +$5.69K | 0.01% | 886 |
|
|
2019
Q1 | $109K | Buy |
5,339
+5,103
| +2,162% | +$104K | 0.01% | 835 |
|
|
2018
Q4 | $3K | Buy |
236
+3
| +1% | +$38 | ﹤0.01% | 2161 |
|
|
2018
Q3 | $4K | Buy |
233
+8
| +4% | +$137 | ﹤0.01% | 2147 |
|
|
2018
Q2 | $4K | Buy |
225
+3
| +1% | +$53 | ﹤0.01% | 2013 |
|
|
2018
Q1 | $4K | Buy |
222
+3
| +1% | +$54 | ﹤0.01% | 1932 |
|
|
2017
Q4 | $4K | Buy |
219
+5
| +2% | +$91 | ﹤0.01% | 1910 |
|
|
2017
Q3 | $5K | Buy |
214
+2
| +0.9% | +$47 | ﹤0.01% | 1786 |
|
|
2017
Q2 | $5K | Buy |
212
+1
| +0.5% | +$24 | ﹤0.01% | 1755 |
|
|
2017
Q1 | $4K | Buy |
211
+3
| +1% | +$57 | ﹤0.01% | 1778 |
|
|
2016
Q4 | $4K | Buy |
208
+1
| +0.5% | +$19 | ﹤0.01% | 1727 |
|
|
2016
Q3 | $4K | Buy |
207
+3
| +1% | +$58 | ﹤0.01% | 1663 |
|
|
2016
Q2 | $4K | Buy |
204
+3
| +1% | +$59 | ﹤0.01% | 1598 |
|
|
2016
Q1 | $4K | Buy |
+201
| New | +$4K | ﹤0.01% | 1581 |
|