Planned Solutions’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$21.3K | – | 174 |
|
|
2024
Q3 | $21.3K | Buy |
+400
| New | +$21.3K | 0.01% | 381 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$16K | – | 147 |
|
|
2023
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 388 |
|
|
2021
Q1 | – | Sell |
-498
| Closed | -$17K | – | 101 |
|
|
2020
Q4 | $17K | Buy |
+498
| New | +$17K | 0.01% | 290 |
|