Lourd Capital’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,097
| Closed | -$228K | – | 148 |
|
|
2018
Q4 | $228K | Buy |
11,097
+527
| +5% | +$10.8K | 0.02% | 253 |
|
|
2018
Q3 | $252K | Buy |
+10,570
| New | +$252K | 0.02% | 258 |
|
|
2018
Q1 | – | Sell |
-13,958
| Closed | -$325K | – | 143 |
|
|
2017
Q4 | $325K | Buy |
+13,958
| New | +$325K | 0.02% | 213 |
|