Lagoda Investment Management’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$86.9K Sell
2022
Q4
$325K Sell
2022
Q3
$739K Buy
2022
Q2
$697K Buy
2022
Q1
$758K Buy
2021
Q4
$761K Buy
2021
Q3
$589K Buy
2021
Q2
$545K Buy
2021
Q1
$401K Buy
2020
Q4
$235K Buy
2015
Q2
Sell
2015
Q1
$22.9M Buy
2014
Q4
$20M Buy