IEQ Capital’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $681K | Buy |
11,018
+4,896
| +80% | +$303K | ﹤0.01% | 1002 |
|
2025
Q1 | $321K | Sell |
6,122
-312
| -5% | -$16.4K | ﹤0.01% | 1157 |
|
2024
Q4 | $370K | Buy |
6,434
+458
| +8% | +$26.3K | ﹤0.01% | 950 |
|
2024
Q3 | $318K | Buy |
+5,976
| New | +$318K | ﹤0.01% | 908 |
|
2022
Q2 | – | Sell |
-5,031
| Closed | -$230K | – | 804 |
|
2022
Q1 | $230K | Buy |
+5,031
| New | +$230K | 0.01% | 719 |
|