Integrated Wealth Concepts’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $812K | Sell |
|
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|
2024
Q1 | $935K | Buy |
|
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|
2023
Q4 | $867K | Buy |
|
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|
2023
Q3 | $615K | Buy |
|
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|
2023
Q2 | $564K | Sell |
|
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|
2023
Q1 | $582K | Buy |
|
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|
2022
Q4 | $350K | Sell |
|
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|
2022
Q3 | $464K | Buy |
|
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|
2022
Q2 | $493K | Buy |
|
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|
2022
Q1 | $612K | Sell |
|
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|
2021
Q4 | $661K | Sell |
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|
2021
Q3 | $613K | Buy |
|
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|
2021
Q2 | $405K | Sell |
|
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $360K | Buy |
|
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|
2020
Q3 | $287K | Buy |
|
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|
2020
Q2 | $286K | Buy |
|
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $339K | Buy |
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|
2019
Q3 | $298K | Buy |
|