RMR Wealth Builders’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,060
| Closed | -$296K | – | 207 |
|
|
2021
Q4 | $296K | Buy |
6,060
+12
| +0.2% | +$586 | 0.09% | 90 |
|
|
2021
Q3 | $262K | Buy |
6,048
+754
| +14% | +$32.7K | 0.08% | 153 |
|
|
2021
Q2 | $219K | Sell |
5,294
-26
| -0.5% | -$1.08K | 0.07% | 163 |
|
|
2021
Q1 | $190K | Buy |
5,320
+4,774
| +874% | +$171K | 0.05% | 195 |
|
|
2020
Q4 | $18K | Buy |
+546
| New | +$18K | 0.01% | 359 |
|