Karpas Strategies’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,224
| Closed | -$214K | – | 124 |
|
2021
Q4 | $214K | Buy |
7,224
+428
| +6% | +$12.7K | 0.07% | 120 |
|
2021
Q3 | $211K | Hold |
6,796
| – | – | 0.07% | 114 |
|
2021
Q2 | $202K | Buy |
+6,796
| New | +$202K | 0.07% | 115 |
|
2019
Q2 | – | Sell |
-7,879
| Closed | -$200K | – | 124 |
|
2019
Q1 | $200K | Buy |
+7,879
| New | +$200K | 0.08% | 120 |
|
2018
Q4 | – | Sell |
-7,927
| Closed | -$233K | – | 116 |
|
2018
Q3 | $233K | Buy |
+7,927
| New | +$233K | 0.1% | 108 |
|