GYL Financial Synergies’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $305K | Buy |
5,734
+20
| +0.4% | +$1.06K | 0.02% | 293 |
|
|
2024
Q2 | $237K | Buy |
5,714
+23
| +0.4% | +$955 | 0.02% | 333 |
|
|
2024
Q1 | $238K | Buy |
5,691
+12
| +0.2% | +$502 | 0.02% | 332 |
|
|
2023
Q4 | $228K | Buy |
+5,679
| New | +$228K | 0.02% | 331 |
|
|
2023
Q2 | – | Sell |
-7,424
| Closed | -$242K | – | 345 |
|
|
2023
Q1 | $242K | Buy |
7,424
+133
| +2% | +$4.33K | 0.03% | 258 |
|
|
2022
Q4 | $229K | Sell |
7,291
-1,728
| -19% | -$54.4K | 0.05% | 196 |
|
|
2022
Q3 | $298K | Hold |
9,019
| – | – | 0.08% | 154 |
|
|
2022
Q2 | $324K | Hold |
9,019
| – | – | 0.09% | 143 |
|
|
2022
Q1 | $412K | Hold |
9,019
| – | – | 0.1% | 126 |
|
|
2021
Q4 | $440K | Sell |
9,019
-2,783
| -24% | -$136K | 0.12% | 129 |
|
|
2021
Q3 | $511K | Sell |
11,802
-6,415
| -35% | -$278K | 0.26% | 98 |
|
|
2021
Q2 | $751K | Sell |
18,217
-128
| -0.7% | -$5.28K | 0.39% | 65 |
|
|
2021
Q1 | $655K | Hold |
18,345
| – | – | 0.36% | 65 |
|
|
2020
Q4 | $608K | Hold |
18,345
| – | – | 0.35% | 71 |
|
|
2020
Q3 | $487K | Hold |
18,345
| – | – | 0.32% | 82 |
|
|
2020
Q2 | $485K | Hold |
18,345
| – | – | 0.35% | 71 |
|
|
2020
Q1 | $434K | Hold |
18,345
| – | – | 0.28% | 67 |
|
|
2019
Q4 | $567K | Sell |
18,345
-34,984
| -66% | -$1.08M | 0.25% | 71 |
|
|
2019
Q3 | $1.52M | Buy |
+53,329
| New | +$1.52M | 0.75% | 22 |
|