Independent Financial Group’s Brookfield Real Assets Income Fund RA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $464K | Buy |
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|
2025
Q4 | $455K | Buy |
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|
2025
Q3 | $455K | Buy |
|
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|
2025
Q2 | $382K | Buy |
|
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|
2025
Q1 | $375K | Sell |
|
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|
2024
Q4 | $440K | Hold |
|
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|
2024
Q3 | $452K | Sell |
|
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|
2024
Q2 | $451K | Hold |
|
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $446K | Buy |
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|
2023
Q3 | $367K | Buy |
|