Schneider Downs Wealth Management 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
Q3 | $2.21M | Buy |
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|
2025
Q2 | $1.99M | Hold |
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|
2025
Q1 | $1.68M | Hold |
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|
2024
Q4 | $1.84M | Hold |
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|
2024
Q3 | $1.71M | Hold |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.34M | Hold |
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|
2023
Q4 | $1.29M | Hold |
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|
2023
Q3 | $1M | Hold |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.32M | Hold |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.18M | Hold |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.05M | Hold |
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|
2019
Q4 | $1.37M | Hold |
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|
2019
Q3 | $1.26M | Hold |
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|
2019
Q2 | $1.14M | Hold |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $527K | Buy |
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