Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $2.47M | Buy |
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|
2022
Q2 | $1.79M | Hold |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $13K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Buy |
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