Retirement Group’s Brookfield Business Partners BBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $442 | Sell |
20
-8
| -29% | -$177 | ﹤0.01% | 766 |
|
|
2023
Q4 | $576 | Sell |
28
-14
| -33% | -$288 | ﹤0.01% | 740 |
|
|
2023
Q3 | $638 | Hold |
42
| – | – | ﹤0.01% | 670 |
|
|
2023
Q2 | $724 | Hold |
42
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $1K | Sell |
42
-8
| -16% | -$190 | ﹤0.01% | 618 |
|
|
2022
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 558 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$1K | – | 506 |
|
|
2022
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $2K | Sell |
70
-39
| -36% | -$1.11K | ﹤0.01% | 613 |
|
|
2021
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 567 |
|
|
2021
Q3 | $3K | Sell |
109
-5
| -4% | -$138 | ﹤0.01% | 482 |
|
|
2021
Q2 | $3K | Sell |
114
-36
| -24% | -$947 | ﹤0.01% | 530 |
|
|
2021
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $3K | Sell |
150
-1
| -0.7% | -$20 | ﹤0.01% | 543 |
|
|
2020
Q3 | $3K | Hold |
151
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $3K | Buy |
+151
| New | +$3K | ﹤0.01% | 490 |
|
|
2019
Q4 | $4K | Buy |
+165
| New | +$4K | ﹤0.01% | 465 |
|