Schechter Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $517K | Sell |
9,874
-2,886
| -23% | -$151K | 0.04% | 357 |
|
|
2024
Q4 | $733K | Sell |
12,760
-497
| -4% | -$28.6K | 0.06% | 300 |
|
|
2024
Q3 | $705K | Sell |
13,257
-2,210
| -14% | -$117K | 0.05% | 320 |
|
|
2024
Q2 | $643K | Sell |
15,467
-231
| -1% | -$9.6K | 0.05% | 322 |
|
|
2024
Q1 | $657K | Buy |
15,698
+168
| +1% | +$7.04K | 0.05% | 331 |
|
|
2023
Q4 | $624K | Sell |
15,530
-484
| -3% | -$19.5K | 0.05% | 315 |
|
|
2023
Q3 | $502K | Buy |
16,014
+3,601
| +29% | +$113K | 0.05% | 341 |
|
|
2023
Q2 | $418K | Buy |
12,413
+18
| +0.1% | +$606 | 0.04% | 417 |
|
|
2023
Q1 | $404K | Buy |
12,395
+292
| +2% | +$9.51K | 0.04% | 459 |
|
|
2022
Q4 | $381K | Sell |
12,103
-9,275
| -43% | -$292K | 0.03% | 569 |
|
|
2022
Q3 | $706K | Buy |
21,378
+756
| +4% | +$25K | 0.07% | 393 |
|
|
2022
Q2 | $742K | Buy |
20,622
+1,680
| +9% | +$60.4K | 0.07% | 385 |
|
|
2022
Q1 | $867K | Buy |
18,942
+4,472
| +31% | +$205K | 0.08% | 352 |
|
|
2021
Q4 | $706K | Buy |
+14,470
| New | +$706K | 0.06% | 408 |
|