Institute for Wealth Management’s Brookfield BN Stock Holding History

Institute for Wealth Management’s Portfolio BN Stock Details BN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$366K	Buy
2025 Q2	$306K	Buy
2022 Q3	–	Sell
2022 Q2	$574K	Hold
2022 Q1	$731K	Buy