Roosevelt Investment Group’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$631K Sell
2022
Q2
$687K Sell
2022
Q1
$888K Sell
2021
Q4
$953K Hold
2021
Q3
$845K Hold
2021
Q2
$805K Sell
2021
Q1
$703K Buy
2020
Q4
$444K Buy