Lloyd Advisory Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,664
| Closed | -$208K | – | 169 |
|
|
2023
Q3 | $208K | Buy |
+6,664
| New | +$208K | 0.07% | 233 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$2K | – | 605 |
|
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 374 |
|
|
2021
Q2 | – | Sell |
-1,273
| Closed | -$45K | – | 400 |
|
|
2021
Q1 | $45K | Buy |
1,273
+1,089
| +592% | +$38.5K | 0.02% | 143 |
|
|
2020
Q4 | $6K | Hold |
184
| – | – | ﹤0.01% | 229 |
|
|
2020
Q3 | $5K | Buy |
+184
| New | +$5K | ﹤0.01% | 222 |
|