NWAM LLC’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Hold
2025
Q2
$404K Sell
2025
Q1
$350K Sell
2024
Q4
$400K Buy
2024
Q3
$370K Buy
2022
Q4
Sell
2022
Q3
$286K Sell
2022
Q2
$342K Sell
2022
Q1
$523K Buy
2021
Q4
$340K Sell
2021
Q3
$315K Sell
2021
Q2
$317K Buy
2021
Q1
$259K Hold
2020
Q4
$240K Buy
2020
Q1
Sell
2019
Q4
$224K Hold
2019
Q3
$206K Buy