Sargent Bickham Lagudis’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $172K | Sell |
5,469
-66,706
| -92% | -$2.1M | 0.01% | 281 |
|
|
2022
Q3 | $2.39M | Buy |
72,175
+4,924
| +7% | +$163K | 0.21% | 92 |
|
|
2022
Q2 | $2.42M | Sell |
67,251
-345
| -0.5% | -$12.4K | 0.21% | 102 |
|
|
2022
Q1 | $3.09M | Buy |
67,596
+7,331
| +12% | +$335K | 0.24% | 85 |
|
|
2021
Q4 | $2.94M | Buy |
60,265
+5,995
| +11% | +$293K | 0.22% | 89 |
|
|
2021
Q3 | $2.35M | Buy |
54,270
+1,417
| +3% | +$61.3K | 0.19% | 96 |
|
|
2021
Q2 | $2.18M | Buy |
52,853
+174
| +0.3% | +$7.17K | 0.18% | 98 |
|
|
2021
Q1 | $1.88M | Buy |
52,679
+3,608
| +7% | +$129K | 0.17% | 100 |
|
|
2020
Q4 | $1.63M | Sell |
49,071
-1,404
| -3% | -$46.5K | 0.15% | 96 |
|
|
2020
Q3 | $1.34M | Buy |
50,475
+49,446
| +4,805% | +$1.31M | 0.13% | 103 |
|
|
2020
Q2 | $27K | Sell |
1,029
-1,312
| -56% | -$34.4K | ﹤0.01% | 444 |
|
|
2020
Q1 | $55K | Buy |
2,341
+325
| +16% | +$7.64K | 0.01% | 327 |
|
|
2019
Q4 | $62K | Hold |
2,016
| – | – | 0.01% | 337 |
|
|
2019
Q3 | $57K | Buy |
2,016
+1,313
| +187% | +$37.1K | 0.01% | 330 |
|
|
2019
Q2 | $18K | Sell |
703
-2,623
| -79% | -$67.2K | ﹤0.01% | 504 |
|
|
2019
Q1 | $83K | Buy |
+3,326
| New | +$83K | 0.01% | 314 |
|
|
2018
Q4 | – | Sell |
-1,028
| Closed | -$24K | – | 755 |
|
|
2018
Q3 | $24K | Buy |
+1,028
| New | +$24K | ﹤0.01% | 465 |
|