HHM Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
656
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $34.4K | Hold |
656
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $37.7K | Hold |
656
| – | – | 0.01% | 400 |
|
|
2024
Q3 | $34.9K | Buy |
656
+181
| +38% | +$9.62K | ﹤0.01% | 383 |
|
|
2024
Q2 | $19.7K | Hold |
475
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $19.9K | Hold |
475
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $19.1K | Hold |
475
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $14.9K | Hold |
475
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $16K | Hold |
475
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $15.5K | Hold |
475
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $14.9K | Sell |
475
-113
| -19% | -$3.56K | ﹤0.01% | 399 |
|
|
2022
Q3 | $19K | Hold |
588
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $21K | Hold |
588
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $27K | Hold |
588
| – | – | 0.01% | 398 |
|
|
2021
Q4 | $29K | Hold |
588
| – | – | 0.01% | 377 |
|
|
2021
Q3 | $25K | Hold |
588
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $24K | Sell |
588
-4
| -0.7% | -$163 | 0.01% | 376 |
|
|
2021
Q1 | $21K | Hold |
592
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $20K | Hold |
592
| – | – | 0.01% | 351 |
|
|
2020
Q3 | $16K | Hold |
592
| – | – | 0.01% | 337 |
|
|
2020
Q2 | $16K | Hold |
592
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $14K | Buy |
+592
| New | +$14K | 0.01% | 332 |
|