GeoWealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-794
| Closed | -$45.6K | – | 1146 |
|
|
2024
Q4 | $45.6K | Buy |
794
+25
| +3% | +$1.44K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $40.9K | Buy |
769
+76
| +11% | +$4.04K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $28.8K | Buy |
693
+207
| +43% | +$8.6K | ﹤0.01% | 836 |
|
|
2024
Q1 | $20.3K | Sell |
486
-266
| -35% | -$11.1K | ﹤0.01% | 825 |
|
|
2023
Q4 | $30K | Buy |
+752
| New | +$30K | ﹤0.01% | 641 |
|