Patriot Financial Group Insurance Agency’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,529
| Closed | -$127K | – | 588 |
|
|
2022
Q2 | $127K | Hold |
3,529
| – | – | 0.03% | 482 |
|
|
2022
Q1 | $161K | Hold |
3,529
| – | – | 0.03% | 455 |
|
|
2021
Q4 | $172K | Buy |
3,529
+1,020
| +41% | +$49.7K | 0.03% | 490 |
|
|
2021
Q3 | $109K | Hold |
2,509
| – | – | 0.02% | 622 |
|
|
2021
Q2 | $103K | Sell |
2,509
-17
| -0.7% | -$698 | 0.02% | 616 |
|
|
2021
Q1 | $90K | Buy |
+2,526
| New | +$90K | 0.02% | 588 |
|