Northwest Financial 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 | $2.13M | Sell |
34,444
-311
| -0.9% | -$19.2K | 2.97% | 8 |
|
|
2025
Q1 | $1.82M | Sell |
34,755
-1,198
| -3% | -$62.8K | 1.51% | 15 |
|
|
2024
Q4 | $2.07M | Sell |
35,953
-157
| -0.4% | -$9.02K | 1.71% | 11 |
|
|
2024
Q3 | $1.92M | Sell |
36,110
-16
| -0% | -$850 | 1.53% | 11 |
|
|
2024
Q2 | $1.5M | Sell |
36,126
-1,163
| -3% | -$48.3K | 1.53% | 14 |
|
|
2024
Q1 | $1.56M | Buy |
37,289
+575
| +2% | +$24.1K | 1.71% | 13 |
|
|
2023
Q4 | $1.47M | Buy |
+36,714
| New | +$1.47M | 1.25% | 13 |
|