NIM
Needham Investment Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Hold |
46,294
| – | – | 0.23% | 93 |
|
|
2025
Q1 | $2.42M | Hold |
46,294
| – | – | 0.23% | 97 |
|
|
2024
Q4 | $2.66M | Hold |
46,294
| – | – | 0.21% | 100 |
|
|
2024
Q3 | $2.46M | Hold |
46,294
| – | – | 0.19% | 97 |
|
|
2024
Q2 | $1.93M | Hold |
46,294
| – | – | 0.16% | 110 |
|
|
2024
Q1 | $1.94M | Hold |
46,294
| – | – | 0.18% | 102 |
|
|
2023
Q4 | $1.86M | Hold |
46,294
| – | – | 0.23% | 93 |
|
|
2023
Q3 | $1.45M | Hold |
46,294
| – | – | 0.25% | 82 |
|
|
2023
Q2 | $1.56M | Hold |
46,294
| – | – | 0.26% | 73 |
|
|
2023
Q1 | $1.51M | Hold |
46,294
| – | – | 0.26% | 80 |
|
|
2022
Q4 | $1.45M | Hold |
46,294
| – | – | 0.26% | 75 |
|
|
2022
Q3 | $1.89M | Hold |
46,294
| – | – | 0.37% | 61 |
|
|
2022
Q2 | $2.06M | Hold |
46,294
| – | – | 0.38% | 66 |
|
|
2022
Q1 | $2.62M | Hold |
46,294
| – | – | 0.38% | 65 |
|
|
2021
Q4 | $2.8M | Hold |
46,294
| – | – | 0.35% | 68 |
|
|
2021
Q3 | $2.48M | Hold |
46,294
| – | – | 0.33% | 65 |
|
|
2021
Q2 | $2.36M | Hold |
46,294
| – | – | 0.35% | 63 |
|
|
2021
Q1 | $2.06M | Hold |
46,294
| – | – | 0.28% | 70 |
|
|
2020
Q4 | $1.91M | Hold |
46,294
| – | – | 0.32% | 69 |
|
|
2020
Q3 | $1.53M | Sell |
46,294
-9,259
| -17% | -$306K | 0.31% | 67 |
|
|
2020
Q2 | $1.83M | Buy |
55,553
+18,516
| +50% | +$609K | 0.39% | 64 |
|
|
2020
Q1 | $1.09M | Hold |
37,037
| – | – | 0.31% | 71 |
|
|
2019
Q4 | $2.14M | Hold |
37,037
| – | – | 0.58% | 40 |
|
|
2019
Q3 | $1.97M | Buy |
+37,037
| New | +$1.97M | 0.63% | 36 |
|