Insigneo Advisory Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
3,967
-10
| -0.3% | -$618 | 0.02% | 513 |
|
2025
Q1 | $208K | Sell |
3,977
-3,400
| -46% | -$178K | 0.02% | 515 |
|
2024
Q4 | $424K | Sell |
7,377
-18
| -0.2% | -$1.03K | 0.04% | 332 |
|
2024
Q3 | $393K | Hold |
7,395
| – | – | 0.04% | 370 |
|
2024
Q2 | $336K | Hold |
7,395
| – | – | 0.04% | 379 |
|
2024
Q1 | $310K | Sell |
7,395
-522
| -7% | -$21.9K | 0.04% | 372 |
|
2023
Q4 | $319K | Hold |
7,917
| – | – | 0.04% | 320 |
|
2023
Q3 | $249K | Buy |
+7,917
| New | +$249K | 0.05% | 321 |
|