Prestige Wealth Management 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 | $53.5K | Hold |
865
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $45.3K | Hold |
865
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $49.7K | Hold |
865
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $46K | Buy |
865
+500
| +137% | +$26.6K | 0.01% | 255 |
|
|
2024
Q2 | $15.2K | Hold |
365
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $15.3K | Hold |
365
| – | – | ﹤0.01% | 379 |
|
|
2023
Q4 | $14.6K | Hold |
365
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $11.4K | Sell |
365
-25
| -6% | -$782 | ﹤0.01% | 412 |
|
|
2023
Q2 | $13.1K | Hold |
390
| – | – | ﹤0.01% | 414 |
|
|
2023
Q1 | $12.7K | Hold |
390
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $12.3K | Sell |
390
-92
| -19% | -$2.89K | ﹤0.01% | 420 |
|
|
2022
Q3 | $16K | Hold |
482
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $17K | Buy |
482
+451
| +1,455% | +$15.9K | ﹤0.01% | 356 |
|
|
2022
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 849 |
|
|
2021
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 865 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 860 |
|
|
2021
Q1 | $1K | Sell |
31
-39
| -56% | -$1.26K | ﹤0.01% | 854 |
|
|
2020
Q4 | $2K | Sell |
70
-74
| -51% | -$2.11K | ﹤0.01% | 730 |
|
|
2020
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $4K | Sell |
144
-22
| -13% | -$611 | ﹤0.01% | 543 |
|
|
2020
Q1 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 512 |
|
|
2019
Q1 | – | Sell |
-198
| Closed | -$4K | – | 575 |
|
|
2018
Q4 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 626 |
|