Guardian Wealth Management (Illinois)’s Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares BNRE.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-217
Closed -$9.07K 247
2024
Q2
$9.07K Hold
217
0.01% 171
2024
Q1
$9.02K Hold
217
0.01% 168
2023
Q4
$8.68K Buy
+217
New +$8.06K 0.01% 173

Guardian Wealth Management (Illinois)'s BNRE.A Position: Q3 2024 in Review

Guardian Wealth Management (Illinois) sold out of Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares (BNRE.A) in Q3 2024, closing a stake of 217 shares — an estimated $9.07K sold.

Guardian Wealth Management (Illinois) first reported a position in BNRE.A in Q4 2023 and held it in 3 quarters. The position peaked at $9.07K in Q2 2024. 0 funds tracked by Wall St. Rank hold BNRE.A as of Q3 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 217 Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares shares in Q3 2024, an estimated $9.07K.
  • Guardian Wealth Management (Illinois) first reported a position in Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares in Q4 2023 and held it in 3 quarters.
  • Guardian Wealth Management (Illinois)'s Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares position peaked at $9.07K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares as of Q3 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2024, filed 15 Nov 2024.