Plato Investment Management’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
21,594
-155
-0.7% -$9.54K 0.1% 213
2025
Q1
$1.15M Buy
21,749
+280
+1% +$14.8K 0.1% 226
2024
Q4
$1.24M Buy
21,469
+13,280
+162% +$766K 0.09% 232
2024
Q3
$435K Buy
+8,189
New +$435K 0.04% 326