Opal Wealth 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 | $199K | Sell |
3,212
-746
| -19% | -$46.1K | 0.06% | 195 |
|
|
2025
Q1 | $207K | Sell |
3,958
-607
| -13% | -$31.8K | 0.06% | 173 |
|
|
2024
Q4 | $262K | Sell |
4,565
-60
| -1% | -$3.45K | 0.08% | 145 |
|
|
2024
Q3 | $246K | Sell |
4,625
-639
| -12% | -$34K | 0.08% | 158 |
|
|
2024
Q2 | $219K | Sell |
5,264
-57
| -1% | -$2.37K | 0.07% | 160 |
|
|
2024
Q1 | $223K | Buy |
5,321
+39
| +0.7% | +$1.63K | 0.08% | 161 |
|
|
2023
Q4 | $212K | Buy |
+5,282
| New | +$212K | 0.08% | 162 |
|