Laurel Wealth Advisors (California)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $292K | Sell |
|
|||||
|
2022
Q3 | $379K | Sell |
|
|||||
|
2022
Q2 | $416K | Hold |
|
|||||
|
2022
Q1 | $529K | Hold |
|
|||||
|
2021
Q4 | $564K | Hold |
|
|||||
|
2021
Q3 | $500K | Sell |
|
|||||
|
2021
Q2 | $476K | Sell |
|
|||||
|
2021
Q1 | $416K | Buy |
|
|||||
|
2020
Q4 | $383K | Hold |
|
|||||
|
2020
Q3 | $307K | Hold |
|
|||||
|
2020
Q2 | $305K | Sell |
|
|||||
|
2020
Q1 | $274K | Hold |
|
|||||
|
2019
Q4 | $358K | Sell |
|
|||||
|
2019
Q3 | $441K | Buy |
|
|||||
|
2019
Q2 | $296K | Hold |
|
|||||
|
2019
Q1 | $289K | Hold |
|
|||||
|
2018
Q4 | $237K | Hold |
|
|||||
|
2018
Q3 | $275K | Sell |
|
|||||
|
2018
Q2 | $263K | Hold |
|
|||||
|
2018
Q1 | $253K | Hold |
|
|||||
|
2017
Q4 | $283K | Hold |
|
|||||
|
2017
Q3 | $268K | Hold |
|
|||||
|
2017
Q2 | $255K | Hold |
|
|||||
|
2017
Q1 | $237K | Buy |
|