GM Advisory Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-19,349
| Closed | -$944K | – | 195 |
|
2021
Q4 | $944K | Sell |
19,349
-5,165
| -21% | -$252K | 0.08% | 97 |
|
2021
Q3 | $1.06M | Buy |
24,514
+371
| +2% | +$16K | 0.11% | 92 |
|
2021
Q2 | $995K | Buy |
24,143
+5,437
| +29% | +$224K | 0.1% | 94 |
|
2021
Q1 | $668K | Buy |
18,706
+4,304
| +30% | +$154K | 0.08% | 105 |
|
2020
Q4 | $477K | Buy |
+14,402
| New | +$477K | 0.06% | 107 |
|