Rehmann Capital Advisory 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 | $284K | Hold |
4,599
| – | – | 0.02% | 485 |
|
|
2025
Q1 | $241K | Sell |
4,599
-30
| -0.6% | -$1.57K | 0.02% | 536 |
|
|
2024
Q4 | $266K | Buy |
4,629
+93
| +2% | +$5.34K | 0.02% | 503 |
|
|
2024
Q3 | $241K | Buy |
+4,536
| New | +$241K | 0.02% | 525 |
|
|
2024
Q1 | – | Sell |
-4,998
| Closed | -$201K | – | 573 |
|
|
2023
Q4 | $201K | Buy |
+4,998
| New | +$201K | 0.02% | 533 |
|
|
2019
Q2 | – | Sell |
-1,192
| Closed | -$29.8K | – | 2079 |
|
|
2019
Q1 | $29.8K | Hold |
1,192
| – | – | ﹤0.01% | 986 |
|
|
2018
Q4 | $24.5K | Buy |
1,192
+297
| +33% | +$6.1K | ﹤0.01% | 808 |
|
|
2018
Q3 | $21.3K | Sell |
895
-917
| -51% | -$21.9K | ﹤0.01% | 1096 |
|
|
2018
Q2 | $39.3K | Buy |
1,812
+840
| +86% | +$18.2K | 0.01% | 867 |
|
|
2018
Q1 | $20K | Buy |
+972
| New | +$20K | ﹤0.01% | 1072 |
|