Shelton Capital Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,000
| Closed | -$249K | – | 748 |
|
|
2024
Q2 | $249K | Hold |
6,000
| – | – | 0.01% | 568 |
|
|
2024
Q1 | $251K | Hold |
6,000
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $241K | Buy |
+6,000
| New | +$241K | 0.01% | 590 |
|
|
2017
Q2 | – | Sell |
-25,195
| Closed | -$492K | – | 862 |
|
|
2017
Q1 | $492K | Hold |
25,195
| – | – | 0.03% | 365 |
|
|
2016
Q4 | $445K | Hold |
25,195
| – | – | 0.03% | 404 |
|
|
2016
Q3 | $474K | Buy |
+25,195
| New | +$474K | 0.04% | 378 |
|