Legacy Capital Wealth Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
4,295
-736
| -15% | -$45.5K | 0.06% | 318 |
|
|
2025
Q1 | $264K | Sell |
5,031
-963
| -16% | -$50.5K | 0.06% | 305 |
|
|
2024
Q4 | $344K | Sell |
5,994
-7,688
| -56% | -$442K | 0.09% | 245 |
|
|
2024
Q3 | $727K | Buy |
13,682
+5,727
| +72% | +$304K | 0.15% | 135 |
|
|
2024
Q2 | $330K | Buy |
+7,955
| New | +$330K | 0.08% | 225 |
|
|
2024
Q1 | – | Sell |
-7,685
| Closed | -$308K | – | 142 |
|
|
2023
Q4 | $308K | Buy |
+7,685
| New | +$308K | 0.09% | 208 |
|
|
2021
Q2 | – | Sell |
-5,704
| Closed | -$204K | – | 30 |
|
|
2021
Q1 | $204K | Buy |
+5,704
| New | +$204K | 0.08% | 80 |
|