JP Morgan Private 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
Q3 | $4.03M | Buy |
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|
2023
Q2 | $4.1M | Sell |
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|
2023
Q1 | $4.08M | Buy |
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|
2022
Q4 | $3.54M | Sell |
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|
2022
Q3 | $4.48M | Buy |
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|
2022
Q2 | $4.33M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $5.03M | Buy |
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|
2021
Q3 | $4.21M | Buy |
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|
2021
Q2 | $3.78M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $2.05M | Buy |
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|
2020
Q2 | $1.99M | Sell |
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|
2020
Q1 | $2.4M | Sell |
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|
2019
Q4 | $3.87M | Buy |
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|
2019
Q3 | $3.34M | Buy |
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|
2019
Q2 | $2.63M | Sell |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q3 | $2.83M | Sell |
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|
2018
Q2 | $2.63M | Buy |
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|
2018
Q1 | $225K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $306K | Buy |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $290K | Buy |
|