Mattern 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
Q3 | $663K | Hold |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $342K | Hold |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $601K | Hold |
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|
2021
Q4 | $641K | Hold |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $433K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $365K | Buy |
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