Graves Light Lenhart Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,138
| Closed | -$77K | – | 217 |
|
|
2022
Q2 | $77K | Hold |
2,138
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $98K | Sell |
2,138
-1,708
| -44% | -$78.3K | 0.01% | 268 |
|
|
2021
Q4 | $188K | Hold |
3,846
| – | – | 0.03% | 197 |
|
|
2021
Q3 | $166K | Hold |
3,846
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $158K | Sell |
3,846
-408
| -10% | -$16.8K | 0.03% | 202 |
|
|
2021
Q1 | $152K | Hold |
4,254
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $141K | Buy |
+4,254
| New | +$141K | 0.03% | 211 |
|