Mount Yale Investment 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	$14.9K	Buy	+242	New	+$14.9K	﹤0.01%	1085
2018 Q4	–	Sell	-746	Closed	-$17K	–	368
2018 Q3	$17K	Sell	746 -1,094	-59%	-$24.9K	﹤0.01%	810
2018 Q2	$40K	Hold	1,840	–	–	0.01%	668
2018 Q1	$38K	Buy	+1,840	New	+$38K	0.01%	669