Legacy Private Trust’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 | $505K | Hold |
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|
2025
Q2 | $455K | Hold |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $834K | Sell |
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|
2021
Q4 | $966K | Hold |
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|
2021
Q3 | $856K | Hold |
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|
2021
Q2 | $816K | Sell |
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|
2021
Q1 | $890K | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $926K | Hold |
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|
2020
Q2 | $921K | Sell |
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|
2020
Q1 | $885K | Sell |
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|
2019
Q4 | $1.36M | Buy |
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