Greenleaf Trust’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
5,853
+122
| +2% | +$7.55K | ﹤0.01% | 572 |
|
|
2025
Q1 | $300K | Sell |
5,731
-502
| -8% | -$26.3K | ﹤0.01% | 644 |
|
|
2024
Q4 | $358K | Hold |
6,233
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $331K | Buy |
+6,233
| New | +$331K | ﹤0.01% | 631 |
|
|
2022
Q4 | – | Sell |
-9,733
| Closed | -$322K | – | 749 |
|
|
2022
Q3 | $322K | Sell |
9,733
-15
| -0.2% | -$496 | ﹤0.01% | 515 |
|
|
2022
Q2 | $350K | Buy |
9,748
+15
| +0.2% | +$539 | 0.01% | 503 |
|
|
2022
Q1 | $445K | Buy |
+9,733
| New | +$445K | 0.01% | 458 |
|