Kathleen S. Wright Associates’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41K | Hold |
39
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $2.04K | Hold |
39
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $2.24K | Sell |
39
-13
| -25% | -$747 | ﹤0.01% | 248 |
|
|
2024
Q3 | $2.76K | Sell |
52
-20
| -28% | -$1.06K | ﹤0.01% | 275 |
|
|
2024
Q2 | $2.99K | Hold |
72
| – | – | ﹤0.01% | 212 |
|
|
2024
Q1 | $3.01K | Hold |
72
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $2.91K | Sell |
72
-3
| -4% | -$121 | ﹤0.01% | 181 |
|
|
2023
Q3 | $2.36K | Hold |
75
| – | – | ﹤0.01% | 178 |
|
|
2023
Q2 | $2.54K | Sell |
75
-62
| -45% | -$2.1K | ﹤0.01% | 158 |
|
|
2023
Q1 | $4.52K | Hold |
137
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 185 |
|