OneDigital Investment 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 | $868K | Buy |
+14,034
| New | +$868K | 0.01% | 683 |
|
|
2024
Q1 | – | Sell |
-7,762
| Closed | -$311K | – | 1097 |
|
|
2023
Q4 | $311K | Buy |
+7,762
| New | +$311K | 0.01% | 896 |
|
|
2018
Q4 | – | Sell |
-260
| Closed | -$6K | – | 1121 |
|
|
2018
Q3 | $6K | Hold |
260
| – | – | ﹤0.01% | 901 |
|
|
2018
Q2 | $6K | Hold |
260
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q1 | $5K | Hold |
260
| – | – | ﹤0.01% | 1145 |
|
|
2017
Q4 | $6K | Hold |
260
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q3 | $6K | Hold |
260
| – | – | ﹤0.01% | 862 |
|
|
2017
Q2 | $5K | Buy |
+260
| New | +$5K | ﹤0.01% | 1047 |
|