Heritage Wealth Advisors’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803 | Hold |
13
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $678 | Hold |
13
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $747 | Hold |
13
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $691 | Hold |
13
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $541 | Hold |
13
| – | – | ﹤0.01% | 495 |
|
|
2024
Q1 | $543 | Hold |
13
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $525 | Hold |
13
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $409 | Hold |
13
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $440 | Buy |
13
+2
| +18% | +$68 | ﹤0.01% | 529 |
|
|
2023
Q1 | $363 | Hold |
11
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $344 | Hold |
11
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $450 | Buy |
11
+6
| +120% | +$245 | ﹤0.01% | 508 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 588 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2021
Q3 | $278 | Sell |
5
-2,743
| -100% | -$153K | ﹤0.01% | 522 |
|
|
2021
Q2 | $143K | Buy |
+2,748
| New | +$143K | 0.01% | 225 |
|