HHM 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
Q2 | $40.6K | Hold |
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|
2025
Q1 | $34.4K | Hold |
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|
2024
Q4 | $37.7K | Hold |
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|
2024
Q3 | $34.9K | Buy |
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|
2024
Q2 | $19.7K | Hold |
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|
2024
Q1 | $19.9K | Hold |
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|
2023
Q4 | $19.1K | Hold |
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|
2023
Q3 | $14.9K | Hold |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $15.5K | Hold |
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|
2022
Q4 | $14.9K | Sell |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $14K | Buy |
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