RE Dickinson Investment Advisors’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $33K | Hold |
58
| – | – | ﹤0.01% | 205 |
|
2024
Q3 | $3.08K | Hold |
58
| – | – | ﹤0.01% | 200 |
|
2024
Q2 | $2.41K | Hold |
58
| – | – | ﹤0.01% | 200 |
|
2024
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 202 |
|
2023
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 209 |
|
2023
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 241 |
|
2023
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 347 |
|
2023
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 373 |
|
2022
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 353 |
|
2022
Q3 | – | Sell |
-27
| Closed | -$1 | – | 298 |
|
2022
Q2 | $1 | Hold |
27
| – | – | ﹤0.01% | 282 |
|
2022
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 266 |
|
2021
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 271 |
|