Homrich & Berg’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$519K Hold
2021
Q2
$495K Sell
2021
Q1
$432K Hold
2020
Q4
$401K Buy
2020
Q3
$301K Sell
2020
Q2
$393K Buy
2020
Q1
$278K Sell
2019
Q4
$472K Buy
2019
Q3
$248K Hold
2019
Q2
$223K Buy