Meadow Creek Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
6,532
-215
| -3% | -$13.3K | 0.27% | 76 |
|
|
2025
Q1 | $354K | Sell |
6,747
-10
| -0.1% | -$524 | 0.26% | 84 |
|
|
2024
Q4 | $388K | Sell |
6,757
-747
| -10% | -$42.9K | 0.28% | 76 |
|
|
2024
Q3 | $399K | Sell |
7,504
-364
| -5% | -$19.3K | 0.32% | 75 |
|
|
2024
Q2 | $327K | Sell |
7,868
-825
| -9% | -$34.3K | 0.31% | 85 |
|
|
2024
Q1 | $364K | Sell |
8,693
-473
| -5% | -$19.8K | 0.25% | 89 |
|
|
2023
Q4 | $368K | Buy |
+9,166
| New | +$368K | 0.36% | 67 |
|
|
2022
Q3 | $298K | Sell |
9,009
-325
| -3% | -$10.8K | 0.39% | 68 |
|
|
2022
Q2 | $336K | Sell |
9,334
-401
| -4% | -$14.4K | 0.41% | 64 |
|
|
2022
Q1 | $445K | Sell |
9,735
-1,392
| -13% | -$63.6K | 0.48% | 60 |
|
|
2021
Q4 | $543K | Buy |
+11,127
| New | +$543K | 0.51% | 43 |
|