IFP Advisors’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60
| Closed | -$1.89K | – | 3385 |
|
|
2023
Q3 | $1.89K | Sell |
60
-13
| -18% | -$409 | ﹤0.01% | 2854 |
|
|
2023
Q2 | $2.47K | Sell |
73
-10
| -12% | -$339 | ﹤0.01% | 2809 |
|
|
2023
Q1 | $2.82K | Sell |
83
-83
| -50% | -$2.82K | ﹤0.01% | 2782 |
|
|
2022
Q4 | $30K | Buy |
166
+83
| +100% | +$15K | ﹤0.01% | 2605 |
|
|
2022
Q3 | $15K | Hold |
83
| – | – | ﹤0.01% | 3357 |
|
|
2022
Q2 | $15K | Hold |
83
| – | – | ﹤0.01% | 3114 |
|
|
2022
Q1 | $15K | Hold |
83
| – | – | ﹤0.01% | 3114 |
|
|
2021
Q4 | $15K | Sell |
83
-1
| -1% | -$181 | ﹤0.01% | 2045 |
|
|
2021
Q3 | $16K | Sell |
84
-3
| -3% | -$571 | ﹤0.01% | 2045 |
|
|
2021
Q2 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 2563 |
|