Kelly Financial Services’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$38 | – | 174 |
|
|
2024
Q2 | $38 | Hold |
2
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $45 | Hold |
2
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $42 | Hold |
2
| – | – | ﹤0.01% | 767 |
|
|
2023
Q3 | $31 | Hold |
2
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $35 | Hold |
2
| – | – | ﹤0.01% | 712 |
|
|
2023
Q1 | $38 | Hold |
2
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $34 | Hold |
2
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $39 | Hold |
2
| – | – | ﹤0.01% | 687 |
|
|
2022
Q2 | $43 | Hold |
2
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $62 | Sell |
2
-1
| -33% | -$31 | ﹤0.01% | 662 |
|
|
2021
Q4 | $93 | Hold |
3
| – | – | ﹤0.01% | 666 |
|
|
2021
Q3 | $93 | Sell |
3
-142
| -98% | -$4.4K | ﹤0.01% | 636 |
|
|
2021
Q2 | $2K | Buy |
145
+142
| +4,733% | +$1.96K | ﹤0.01% | 631 |
|
|
2021
Q1 | $81 | Hold |
3
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $76 | Buy |
+3
| New | +$76 | ﹤0.01% | 589 |
|