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PDS Planning’s Brookfield BN Stock Holding History

PDS Planning’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$396K Buy
6,400
+966
+18% +$59.7K 0.03% 292
2025
Q1 		$285K Buy
5,434
+390
+8% +$20.4K 0.02% 340
2024
Q4 		$290K Sell
5,044
-146
-3% -$8.39K 0.03% 301
2024
Q3 		$276K Buy
+5,190
New +$276K 0.02% 318