Omnia Family Wealth’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+3,374
| New | +$208K | 0.08% | 95 |
|
|
2022
Q1 | – | Sell |
-4,174
| Closed | -$204K | – | 70 |
|
|
2021
Q4 | $204K | Buy |
+4,174
| New | +$204K | 0.12% | 73 |
|
|
2019
Q2 | – | Sell |
-4,204
| Closed | -$105K | – | 151 |
|
|
2019
Q1 | $105K | Hold |
4,204
| – | – | 0.05% | 123 |
|
|
2018
Q4 | $86K | Hold |
4,204
| – | – | 0.05% | 126 |
|
|
2018
Q3 | $100K | Hold |
4,204
| – | – | 0.05% | 120 |
|
|
2018
Q2 | $91K | Hold |
4,204
| – | – | 0.04% | 123 |
|
|
2018
Q1 | $88K | Buy |
+4,204
| New | +$88K | 0.04% | 124 |
|