GoalVest Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
9,484
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $497K | Hold |
9,484
| – | – | 0.14% | 83 |
|
|
2024
Q4 | $545K | Hold |
9,484
| – | – | 0.15% | 85 |
|
|
2024
Q3 | $504K | Hold |
9,484
| – | – | 0.14% | 81 |
|
|
2024
Q2 | $394K | Hold |
9,484
| – | – | 0.13% | 81 |
|
|
2024
Q1 | $397K | Buy |
+9,484
| New | +$397K | 0.13% | 82 |
|
|
2023
Q1 | – | Sell |
-503
| Closed | -$15.8K | – | 260 |
|
|
2022
Q4 | $15.8K | Sell |
503
-119
| -19% | -$3.74K | 0.01% | 170 |
|
|
2022
Q3 | $21K | Hold |
622
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $23K | Hold |
622
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $28K | Buy |
+622
| New | +$28K | 0.02% | 178 |
|
|
2021
Q2 | $26K | Sell |
622
-5
| -0.8% | -$209 | 0.02% | 171 |
|
|
2021
Q1 | $22K | Hold |
627
| – | – | 0.02% | 147 |
|
|
2020
Q4 | $21K | Buy |
+627
| New | +$21K | 0.02% | 150 |
|