Icon 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 | $893K | Buy |
14,440
+370
| +3% | +$22.9K | 0.06% | 181 |
|
|
2025
Q1 | $737K | Buy |
14,070
+1,953
| +16% | +$102K | 0.06% | 174 |
|
|
2024
Q4 | $696K | Buy |
12,117
+1,266
| +12% | +$72.7K | 0.06% | 175 |
|
|
2024
Q3 | $577K | Buy |
10,851
+768
| +8% | +$40.8K | 0.05% | 196 |
|
|
2024
Q2 | $492K | Buy |
10,083
+2,895
| +40% | +$141K | 0.04% | 211 |
|
|
2024
Q1 | $301K | Buy |
7,188
+1,940
| +37% | +$81.2K | 0.03% | 281 |
|
|
2023
Q4 | $211K | Buy |
+5,248
| New | +$211K | 0.02% | 314 |
|