Simplicity Solutions’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $865K | Buy |
+21,536
| New | +$865K | 0.02% | 484 |
|
|
2021
Q1 | – | Sell |
-186,701
| Closed | -$6.19M | – | 536 |
|
|
2020
Q4 | $6.19M | Buy |
186,701
+53,671
| +40% | +$1.78M | 0.09% | 198 |
|
|
2020
Q3 | $3.53M | Buy |
133,030
+45,181
| +51% | +$1.2M | 0.06% | 239 |
|
|
2020
Q2 | $2.32M | Buy |
87,849
+50,827
| +137% | +$1.34M | 0.05% | 284 |
|
|
2020
Q1 | $877K | Buy |
37,022
+22,377
| +153% | +$530K | 0.03% | 372 |
|
|
2019
Q4 | $453K | Buy |
+14,645
| New | +$453K | 0.01% | 566 |
|