GoalVest Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $650K | Hold |
|
|||||
|
2025
Q2 | $587K | Hold |
|
|||||
|
2025
Q1 | $497K | Hold |
|
|||||
|
2024
Q4 | $545K | Hold |
|
|||||
|
2024
Q3 | $504K | Hold |
|
|||||
|
2024
Q2 | $394K | Hold |
|
|||||
|
2024
Q1 | $397K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $15.8K | Sell |
|
|||||
|
2022
Q3 | $21K | Hold |
|
|||||
|
2022
Q2 | $23K | Hold |
|
|||||
|
2022
Q1 | $28K | Buy |
|
|||||
|
2021
Q2 | $26K | Sell |
|
|||||
|
2021
Q1 | $22K | Hold |
|
|||||
|
2020
Q4 | $21K | Buy |
|