Heartwood Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Hold |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $207K | Buy |
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