MWM
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Modern Wealth Management’s Brookfield BN Stock Holding History

Modern Wealth Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$499K Buy
8,060
+92
+1% +$5.69K 0.01% 473
2025
Q1 		$418K Hold
7,968
– – 0.01% 454
2024
Q4 		$458K Buy
+7,968
New +$458K 0.02% 377