Milestone Investment Advisors’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,609
Closed -$50.3K 166
2023
Q3
$50.3K Buy
+1,609
New +$50.3K 0.01% 197
2023
Q2
Sell
-1,609
Closed -$52.4K 161
2023
Q1
$52.4K Buy
+1,609
New +$52.4K 0.02% 199