J.W. Cole Advisors’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
$459K Buy
2025
Q1
$362K Buy
2024
Q4
$231K Buy
2024
Q3
$213K Buy
2021
Q4
Sell
2021
Q3
$379K Buy
2021
Q2
$359K Sell
2021
Q1
$343K Sell
2020
Q4
$332K Buy
2020
Q1
Sell
2019
Q4
$275K Buy