Midland 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 | – | Sell |
-12,460
| Closed | -$653K | – | 173 |
|
|
2025
Q1 | $653K | Hold |
12,460
| – | – | 0.04% | 110 |
|
|
2024
Q4 | $716K | Hold |
12,460
| – | – | 0.04% | 107 |
|
|
2024
Q3 | $662K | Hold |
12,460
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $518K | Hold |
12,460
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $522K | Hold |
12,460
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $500K | Buy |
+12,460
| New | +$500K | 0.03% | 135 |
|