Koa Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
24,880
-219
| -0.9% | -$13.5K | 1.22% | 30 |
|
|
2025
Q1 | $1.32M | Sell |
25,099
-2,351
| -9% | -$123K | 1.06% | 30 |
|
|
2024
Q4 | $1.58M | Sell |
27,450
-6,198
| -18% | -$356K | 1.29% | 28 |
|
|
2024
Q3 | $1.79M | Sell |
33,648
-2,738
| -8% | -$146K | 1.38% | 26 |
|
|
2024
Q2 | $1.51M | Sell |
36,386
-406
| -1% | -$16.9K | 1.28% | 25 |
|
|
2024
Q1 | $1.54M | Sell |
36,792
-259
| -0.7% | -$10.8K | 1.39% | 23 |
|
|
2023
Q4 | $1.49M | Buy |
+37,051
| New | +$1.49M | 1.47% | 21 |
|