JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
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|
2025
Q1 | $11.2K | Hold |
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|
2024
Q4 | $12.2K | Hold |
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|
2024
Q3 | $11.3K | Hold |
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|
2024
Q2 | $8.85K | Hold |
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|
2024
Q1 | $8.92K | Buy |
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|
2023
Q4 | $8.22K | Buy |
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|
2023
Q3 | $4.03K | Sell |
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|
2023
Q2 | $4.71K | Buy |
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|
2023
Q1 | $3.88K | Sell |
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|
2022
Q4 | $7.11K | Sell |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $9K | Buy |
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