Plante Moran Financial Advisors’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 |
-76
| Closed | -$4.04K | – | 917 |
|
|
2024
Q3 | $4.04K | Buy |
+76
| New | +$4.04K | ﹤0.01% | 702 |
|
|
2022
Q1 | – | Sell |
-194
| Closed | -$9K | – | 825 |
|
|
2021
Q4 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 694 |
|
|
2021
Q3 | – | Sell |
-402
| Closed | -$17K | – | 931 |
|
|
2021
Q2 | $17K | Sell |
402
-3
| -0.7% | -$127 | ﹤0.01% | 584 |
|
|
2021
Q1 | $14K | Hold |
405
| – | – | ﹤0.01% | 595 |
|
|
2020
Q4 | $13K | Hold |
405
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $11K | Hold |
405
| – | – | ﹤0.01% | 586 |
|
|
2020
Q2 | $11K | Buy |
+405
| New | +$11K | ﹤0.01% | 508 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 731 |
|
|
2016
Q1 | – | Sell |
-159
| Closed | -$3K | – | 868 |
|
|
2015
Q4 | $3K | Buy |
+159
| New | +$3K | ﹤0.01% | 811 |
|