Icon Wealth Partners’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$169K	Buy	5,412 +1,507	+39%	+$47.1K	0.02%	308
2023 Q2	$131K	Buy	+3,905	New	+$131K	0.01%	369
2020 Q3	–	Sell	-15,913	Closed	-$420K	–	260
2020 Q2	$420K	Buy	+15,913	New	+$420K	0.1%	142