Schechter Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $705K | Sell |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $624K | Sell |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $706K | Buy |
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|
2022
Q2 | $742K | Buy |
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|
2022
Q1 | $867K | Buy |
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|
2021
Q4 | $706K | Buy |
|