Sheaff Brock Investment Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,677
| Closed | -$204K | – | 491 |
|
|
2022
Q2 | $204K | Hold |
5,677
| – | – | 0.02% | 409 |
|
|
2022
Q1 | $260K | Hold |
5,677
| – | – | 0.02% | 394 |
|
|
2021
Q4 | $277K | Hold |
5,677
| – | – | 0.02% | 398 |
|
|
2021
Q3 | $245K | Buy |
5,677
+41
| +0.7% | +$1.77K | 0.02% | 428 |
|
|
2021
Q2 | $232K | Sell |
5,636
-39
| -0.7% | -$1.61K | 0.02% | 423 |
|
|
2021
Q1 | $203K | Buy |
+5,675
| New | +$203K | 0.02% | 431 |
|