Prestige Wealth Management Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.5K | Hold |
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|
2025
Q1 | $45.3K | Hold |
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|
2024
Q4 | $49.7K | Hold |
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|
2024
Q3 | $46K | Buy |
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|
2024
Q2 | $15.2K | Hold |
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|
2024
Q1 | $15.3K | Hold |
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|
2023
Q4 | $14.6K | Hold |
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|
2023
Q3 | $11.4K | Sell |
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|
2023
Q2 | $13.1K | Hold |
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|
2023
Q1 | $12.7K | Hold |
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|
2022
Q4 | $12.3K | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $2K | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
|