SWP
RA

Significant Wealth Partners’s Brookfield Real Assets Income Fund RA Stock Holding History

Significant Wealth Partners’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-189,313
Closed -$2.45M – 134
2024
Q1 		$2.45M Buy
189,313
+142,547
+305% +$1.84M 1.61% 21
2023
Q4 		$599K Buy
+46,766
New +$599K 0.44% 67