Intercontinental Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $240K | Buy |
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