Portside Wealth Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
18,149
+100
| +0.6% | +$6.19K | 0.17% | 136 |
|
|
2025
Q1 | $946K | Buy |
18,049
+1,465
| +9% | +$76.8K | 0.15% | 147 |
|
|
2024
Q4 | $953K | Sell |
16,584
-3,356
| -17% | -$193K | 0.16% | 143 |
|
|
2024
Q3 | $1.06M | Sell |
19,940
-116
| -0.6% | -$6.17K | 0.18% | 134 |
|
|
2024
Q2 | $833K | Sell |
20,056
-1,458
| -7% | -$60.6K | 0.16% | 143 |
|
|
2024
Q1 | $901K | Sell |
21,514
-5,698
| -21% | -$239K | 0.17% | 142 |
|
|
2023
Q4 | $1.09M | Sell |
27,212
-3,801
| -12% | -$152K | 0.2% | 119 |
|
|
2023
Q3 | $971K | Buy |
31,013
+2,159
| +7% | +$67.6K | 0.18% | 121 |
|
|
2023
Q2 | $971K | Buy |
+28,854
| New | +$971K | 0.18% | 128 |
|