Powell Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
25,704
-340
| -1% | -$21K | 0.6% | 26 |
|
|
2025
Q1 | $1.36M | Hold |
26,044
| – | – | 0.67% | 23 |
|
|
2024
Q4 | $1.5M | Hold |
26,044
| – | – | 0.69% | 24 |
|
|
2024
Q3 | $1.38M | Hold |
26,044
| – | – | 0.65% | 27 |
|
|
2024
Q2 | $1.08M | Hold |
26,044
| – | – | 0.56% | 28 |
|
|
2024
Q1 | $1.09M | Hold |
26,044
| – | – | 0.58% | 28 |
|
|
2023
Q4 | $1.04M | Hold |
26,044
| – | – | 0.58% | 27 |
|
|
2023
Q3 | $814K | Hold |
26,044
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $876K | Hold |
26,044
| – | – | 0.51% | 32 |
|
|
2023
Q1 | $849K | Hold |
26,044
| – | – | 0.47% | 34 |
|
|
2022
Q4 | $819K | Sell |
26,044
-6,172
| -19% | -$194K | 0.48% | 35 |
|
|
2022
Q3 | $1.07M | Hold |
32,216
| – | – | 0.7% | 21 |
|
|
2022
Q2 | $1.16M | Hold |
32,216
| – | – | 0.7% | 20 |
|
|
2022
Q1 | $1.47M | Hold |
32,216
| – | – | 0.86% | 17 |
|
|
2021
Q4 | $1.57M | Hold |
32,216
| – | – | 0.89% | 18 |
|
|
2021
Q3 | $1.39M | Hold |
32,216
| – | – | 0.86% | 18 |
|
|
2021
Q2 | $1.33M | Sell |
32,216
-226
| -0.7% | -$9.32K | 0.82% | 19 |
|
|
2021
Q1 | $1.16M | Hold |
32,442
| – | – | 0.76% | 20 |
|
|
2020
Q4 | $1.08M | Hold |
32,442
| – | – | 0.82% | 17 |
|
|
2020
Q3 | $861K | Hold |
32,442
| – | – | 0.74% | 20 |
|
|
2020
Q2 | $857K | Sell |
32,442
-1
| -0% | -$26 | 0.83% | 20 |
|
|
2020
Q1 | $768K | Hold |
32,443
| – | – | 0.93% | 17 |
|
|
2019
Q4 | $1M | Buy |
+32,443
| New | +$1M | 1.05% | 16 |
|