Principal Securities’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
72,589
+4,061
| +6% | +$251K | 0.08% | 233 |
|
|
2025
Q1 | $3.94M | Hold |
68,528
| – | – | 0.09% | 226 |
|
|
2024
Q4 | $3.94M | Sell |
68,528
-4,637
| -6% | -$266K | 0.09% | 224 |
|
|
2024
Q3 | $3.89M | Sell |
73,165
-3,022
| -4% | -$161K | 0.09% | 209 |
|
|
2024
Q2 | $3.16M | Buy |
76,187
+447
| +0.6% | +$18.6K | 0.09% | 218 |
|
|
2024
Q1 | $3.17M | Buy |
75,740
+3,570
| +5% | +$149K | 0.1% | 199 |
|
|
2023
Q4 | $2.9M | Buy |
+72,170
| New | +$2.9M | 0.11% | 178 |
|