Institute for 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	$306K	Buy	+4,944	New	+$306K	0.03%	430
2022 Q3	–	Sell	-15,976	Closed	-$574K	–	465
2022 Q2	$574K	Hold	15,976	–	–	0.11%	239
2022 Q1	$731K	Buy	+15,976	New	+$731K	0.12%	211