Lenox Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $10K | Sell |
402
-2
| -0.5% | -$50 | ﹤0.01% | 432 |
|
2020
Q1 | $9K | Sell |
404
-108
| -21% | -$2.41K | ﹤0.01% | 404 |
|
2019
Q4 | $16K | Hold |
512
| – | – | ﹤0.01% | 379 |
|
2019
Q3 | $14K | Buy |
512
+123
| +32% | +$3.36K | ﹤0.01% | 400 |
|
2019
Q2 | $9K | Sell |
389
-654
| -63% | -$15.1K | ﹤0.01% | 440 |
|
2019
Q1 | $26K | Buy |
1,043
+935
| +866% | +$23.3K | 0.01% | 311 |
|
2018
Q4 | $2K | Sell |
108
-576
| -84% | -$10.7K | ﹤0.01% | 542 |
|
2018
Q3 | $16K | Buy |
684
+480
| +235% | +$11.2K | ﹤0.01% | 354 |
|
2018
Q2 | $4K | Buy |
204
+26
| +15% | +$510 | ﹤0.01% | 448 |
|
2018
Q1 | $1K | Buy |
+178
| New | +$1K | ﹤0.01% | 457 |
|