GHP Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
259
| – | – | ﹤0.01% | 663 |
|
|
2025
Q1 | $13.6K | Hold |
259
| – | – | ﹤0.01% | 653 |
|
|
2024
Q4 | $14.9K | Sell |
259
-41
| -14% | -$2.36K | ﹤0.01% | 641 |
|
|
2024
Q3 | $15.9K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2024
Q2 | $12.5K | Hold |
300
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $12.6K | Sell |
300
-35
| -10% | -$1.47K | ﹤0.01% | 638 |
|
|
2023
Q4 | $13.4K | Hold |
335
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $10.8K | Hold |
335
| – | – | ﹤0.01% | 686 |
|
|
2023
Q2 | $11.5K | Hold |
335
| – | – | ﹤0.01% | 665 |
|
|
2023
Q1 | $10.9K | Hold |
335
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $10.5K | Sell |
335
-79
| -19% | -$2.49K | ﹤0.01% | 683 |
|
|
2022
Q3 | $14K | Hold |
414
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $15K | Sell |
414
-508
| -55% | -$18.4K | ﹤0.01% | 617 |
|
|
2022
Q1 | $42K | Buy |
+922
| New | +$42K | ﹤0.01% | 521 |
|