GenTrust’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
Sell
2025
Q1
$348K Sell
2024
Q4
$384K Buy
2024
Q3
$329K Hold
2024
Q2
$257K Hold
2024
Q1
$259K Hold
2023
Q4
$248K Buy
2023
Q3
Sell
2023
Q2
$208K Sell
2023
Q1
$660K Buy
2020
Q2
Sell
2020
Q1
$332K Buy