Lorne Steinberg Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Buy |
102,407
+945
| +0.9% | +$58.5K | 1.66% | 29 |
|
|
2025
Q1 | $5.32M | Sell |
101,462
-37,310
| -27% | -$1.95M | 1.55% | 32 |
|
|
2024
Q4 | $7.97M | Buy |
138,772
+1,045
| +0.8% | +$60K | 2.31% | 16 |
|
|
2024
Q3 | $7.32M | Sell |
137,727
-666
| -0.5% | -$35.4K | 2.12% | 18 |
|
|
2024
Q2 | $5.75M | Buy |
138,393
+710
| +0.5% | +$29.5K | 1.85% | 26 |
|
|
2024
Q1 | $5.76M | Buy |
137,683
+1,868
| +1% | +$78.2K | 1.8% | 27 |
|
|
2023
Q4 | $5.45M | Buy |
135,815
+16,204
| +14% | +$650K | 1.83% | 26 |
|
|
2023
Q3 | $0 | Buy |
119,611
+56,085
| +88% | – | ﹤0.01% | 70 |
|
|
2023
Q2 | $2.14M | Buy |
+63,526
| New | +$2.14M | 0.81% | 51 |
|
|
2023
Q1 | – | Sell |
-12,643
| Closed | -$397K | – | 68 |
|
|
2022
Q4 | $397K | Buy |
+12,643
| New | +$397K | 0.17% | 61 |
|
|
2021
Q2 | – | Sell |
-14,572
| Closed | -$520K | – | 64 |
|
|
2021
Q1 | $520K | Buy |
14,572
+399
| +3% | +$14.2K | 0.28% | 49 |
|
|
2020
Q4 | $472K | Buy |
+14,173
| New | +$472K | 0.29% | 49 |
|