Graybill Wealth Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,785
| Closed | -$221K | – | 53 |
|
|
2020
Q4 | $221K | Sell |
14,785
-245
| -2% | -$3.66K | 0.12% | 47 |
|
|
2020
Q3 | $184K | Buy |
15,030
+620
| +4% | +$7.59K | 0.12% | 50 |
|
|
2020
Q2 | $144K | Hold |
14,410
| – | – | 0.11% | 50 |
|
|
2020
Q1 | $122K | Buy |
14,410
+820
| +6% | +$6.94K | 0.11% | 46 |
|
|
2019
Q4 | $251K | Sell |
13,590
-575
| -4% | -$10.6K | 0.16% | 52 |
|
|
2019
Q3 | $289K | Buy |
14,165
+1,150
| +9% | +$23.5K | 0.2% | 43 |
|
|
2019
Q2 | $246K | Buy |
+13,015
| New | +$246K | 0.17% | 45 |
|