IHT Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
6,957
-594
| -8% | -$36.7K | 0.01% | 751 |
|
|
2025
Q1 | $402K | Sell |
7,551
-1,550
| -17% | -$82.5K | 0.01% | 743 |
|
|
2024
Q4 | $523K | Sell |
9,101
-1,943
| -18% | -$112K | 0.02% | 669 |
|
|
2024
Q3 | $593K | Buy |
11,044
+1,908
| +21% | +$102K | 0.02% | 671 |
|
|
2024
Q2 | $384K | Buy |
9,136
+119
| +1% | +$5K | 0.01% | 718 |
|
|
2024
Q1 | $378K | Buy |
9,017
+255
| +3% | +$10.7K | 0.02% | 721 |
|
|
2023
Q4 | $352K | Buy |
8,762
+1,177
| +16% | +$47.2K | 0.02% | 708 |
|
|
2023
Q3 | $237K | Sell |
7,585
-398
| -5% | -$12.4K | 0.01% | 819 |
|
|
2023
Q2 | $269K | Sell |
7,983
-403
| -5% | -$13.6K | 0.01% | 766 |
|
|
2023
Q1 | $273K | Buy |
8,386
+2,026
| +32% | +$66K | 0.02% | 730 |
|
|
2022
Q4 | $271K | Sell |
6,360
-2,386
| -27% | -$102K | 0.02% | 694 |
|
|
2022
Q3 | $289K | Buy |
+8,746
| New | +$289K | 0.02% | 637 |
|
|
2022
Q1 | – | Sell |
-5,120
| Closed | -$250K | – | 777 |
|
|
2021
Q4 | $250K | Sell |
5,120
-184
| -3% | -$8.98K | 0.02% | 674 |
|
|
2021
Q3 | $229K | Sell |
5,304
-18
| -0.3% | -$777 | 0.02% | 690 |
|
|
2021
Q2 | $219K | Buy |
+5,322
| New | +$219K | 0.01% | 837 |
|
|
2018
Q2 | – | Sell |
-2,414
| Closed | -$50K | – | 532 |
|
|
2018
Q1 | $50K | Buy |
2,414
+4
| +0.2% | +$83 | 0.01% | 676 |
|
|
2017
Q4 | $56K | Hold |
2,410
| – | – | 0.01% | 662 |
|
|
2017
Q3 | $54K | Buy |
+2,410
| New | +$54K | 0.02% | 497 |
|