Rockefeller Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $917K | Hold |
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|
2017
Q3 | $870K | Hold |
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|
2017
Q2 | $826K | Hold |
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|
2017
Q1 | $768K | Hold |
|
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|
2016
Q4 | $695K | Hold |
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|
2016
Q3 | $741K | Sell |
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|
2016
Q2 | $843K | Sell |
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|
2016
Q1 | $887K | Hold |
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|
2015
Q4 | $804K | Hold |
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|
2015
Q3 | $802K | Hold |
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|
2015
Q2 | $891K | Hold |
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|
2015
Q1 | $911K | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $1.68M | Sell |
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|
2014
Q2 | $7M | Sell |
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|
2014
Q1 | $15.8M | Buy |
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|
2013
Q4 | $13.6M | Buy |
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