JPWM
Jamison Private Wealth Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Sell |
13,744
-41,030
| -75% | -$2.27M | 0.11% | 117 |
|
|
2025
Q1 | $2.82M | Buy |
54,774
+324
| +0.6% | +$16.7K | 0.43% | 60 |
|
|
2024
Q4 | $3.08M | Buy |
54,450
+25
| +0% | +$1.42K | 0.46% | 56 |
|
|
2024
Q3 | $2.81M | Sell |
54,425
-100
| -0.2% | -$5.17K | 0.43% | 59 |
|
|
2024
Q2 | $2.22M | Sell |
54,525
-1,406
| -3% | -$57.2K | 0.37% | 63 |
|
|
2024
Q1 | $2.34M | Sell |
55,931
-17
| -0% | -$712 | 0.4% | 62 |
|
|
2023
Q4 | $2.25M | Sell |
55,948
-4,333
| -7% | -$174K | 0.42% | 63 |
|
|
2023
Q3 | $1.91M | Buy |
+60,281
| New | +$1.91M | 0.4% | 67 |
|