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