Nicola Wealth Management’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-105,944
| Closed | -$3.15M | – | 116 |
|
|
2021
Q2 | $3.15M | Sell |
105,944
-65,436
| -38% | -$1.94M | 0.32% | 92 |
|
|
2021
Q1 | $4.44M | Hold |
171,380
| – | – | 0.5% | 77 |
|
|
2020
Q4 | $4.17M | Buy |
171,380
+62,320
| +57% | +$1.52M | 0.52% | 65 |
|
|
2020
Q3 | $2.14M | Hold |
109,060
| – | – | 0.3% | 79 |
|
|
2020
Q2 | $2.16M | Hold |
109,060
| – | – | 0.3% | 85 |
|
|
2020
Q1 | $2.49M | Buy |
+109,060
| New | +$2.49M | 0.37% | 82 |
|