Heritage Wealth Advisors’s Brookfield Wealth Solutions BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803 | Hold |
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|
2025
Q1 | $678 | Hold |
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|
2024
Q4 | $747 | Hold |
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|
2024
Q3 | $691 | Hold |
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|
2024
Q2 | $541 | Hold |
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|
2024
Q1 | $543 | Hold |
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|
2023
Q4 | $525 | Hold |
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|
2023
Q3 | $409 | Hold |
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|
2023
Q2 | $440 | Buy |
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|
2023
Q1 | $363 | Hold |
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|
2022
Q4 | $344 | Hold |
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|
2022
Q3 | $450 | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $278 | Sell |
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|
2021
Q2 | $143K | Buy |
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