Lee, Danner & Bass’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.46M | Sell |
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|
2025
Q2 | $6.82M | Sell |
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|
2025
Q1 | $6.07M | Hold |
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|
2024
Q4 | $6.65M | Sell |
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|
2024
Q3 | $6.59M | Sell |
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|
2024
Q2 | $5.65M | Buy |
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|
2023
Q4 | $5.61M | Sell |
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|
2023
Q3 | $5.32M | Hold |
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $5.65M | Hold |
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|
2022
Q4 | $5.45M | Sell |
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|
2022
Q3 | $7.08M | Hold |
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|
2022
Q2 | $7.71M | Buy |
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|
2022
Q1 | $9.72M | Sell |
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|
2021
Q4 | $11.4M | Sell |
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|
2021
Q3 | $10.1M | Hold |
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|
2021
Q2 | $9.62M | Sell |
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|
2021
Q1 | $8.57M | Sell |
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|
2020
Q4 | $7.99M | Sell |
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|
2020
Q3 | $6.79M | Sell |
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|
2020
Q2 | $7.26M | Buy |
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|
2020
Q1 | $6.48M | Hold |
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|
2019
Q4 | $8.46M | Sell |
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|
2019
Q3 | $7.82M | Sell |
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|
2019
Q2 | $7.06M | Sell |
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|
2019
Q1 | $6.95M | Sell |
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|
2018
Q4 | $5.81M | Sell |
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|
2018
Q3 | $7.06M | Buy |
|