Marks Group Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $837K | Buy |
|
|||||
|
2024
Q4 | $902K | Sell |
|
|||||
|
2024
Q3 | $918K | Sell |
|
|||||
|
2024
Q2 | $762K | Sell |
|
|||||
|
2024
Q1 | $836K | Sell |
|
|||||
|
2023
Q4 | $812K | Sell |
|
|||||
|
2023
Q3 | $636K | Buy |
|
|||||
|
2023
Q2 | $616K | Buy |
|
|||||
|
2023
Q1 | $544K | Sell |
|
|||||
|
2022
Q4 | $5.03M | Buy |
|
|||||
|
2022
Q3 | $5.24M | Buy |
|
|||||
|
2022
Q2 | $5.13M | Buy |
|
|||||
|
2022
Q1 | $6.38M | Buy |
|
|||||
|
2021
Q4 | $6.48M | Sell |
|
|||||
|
2021
Q3 | $5.76M | Buy |
|
|||||
|
2021
Q2 | $5.43M | Sell |
|
|||||
|
2021
Q1 | $4.74M | Sell |
|
|||||
|
2020
Q4 | $6.03M | Buy |
|
|||||
|
2020
Q3 | $4.54M | Buy |
|
|||||
|
2020
Q2 | $3.35M | Buy |
|
|||||
|
2020
Q1 | $2.93M | Buy |
|
|||||
|
2019
Q4 | $3.01M | Buy |
|