JFS Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
213
| – | – | ﹤0.01% | 779 |
|
|
2025
Q1 | $11.2K | Hold |
213
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $12.2K | Hold |
213
| – | – | ﹤0.01% | 795 |
|
|
2024
Q3 | $11.3K | Hold |
213
| – | – | ﹤0.01% | 812 |
|
|
2024
Q2 | $8.85K | Hold |
213
| – | – | ﹤0.01% | 834 |
|
|
2024
Q1 | $8.92K | Buy |
213
+8
| +4% | +$335 | ﹤0.01% | 856 |
|
|
2023
Q4 | $8.23K | Buy |
205
+76
| +59% | +$3.05K | ﹤0.01% | 842 |
|
|
2023
Q3 | $4.03K | Sell |
129
-11
| -8% | -$344 | ﹤0.01% | 1082 |
|
|
2023
Q2 | $4.71K | Buy |
140
+21
| +18% | +$707 | ﹤0.01% | 1033 |
|
|
2023
Q1 | $3.88K | Sell |
119
-107
| -47% | -$3.49K | ﹤0.01% | 1094 |
|
|
2022
Q4 | $7.11K | Sell |
226
-54
| -19% | -$1.7K | ﹤0.01% | 845 |
|
|
2022
Q3 | $9K | Buy |
+280
| New | +$9K | ﹤0.01% | 752 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$8K | – | 1753 |
|
|
2022
Q1 | $8K | Buy |
168
+133
| +380% | +$6.33K | ﹤0.01% | 851 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1037 |
|
|
2018
Q2 | – | Sell |
-366
| Closed | -$8K | – | 468 |
|
|
2018
Q1 | $8K | Hold |
366
| – | – | ﹤0.01% | 381 |
|
|
2017
Q4 | $9K | Buy |
+366
| New | +$9K | ﹤0.01% | 381 |
|