Orion Portfolio Solutions’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Buy |
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2024
Q4 | $955K | Buy |
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|
2024
Q3 | $873K | Buy |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $616K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Buy |
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