MWM
BBU

Madison Wealth Management’s Brookfield Business Partners BBU Stock Holding History

Madison Wealth Management’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-46,178
Closed -$754K – 122
2020
Q1 		$754K Buy
46,178
+2,789
+6% +$45.5K 0.3% 66
2019
Q4 		$1.15M Buy
+43,389
New +$1.15M 0.33% 63