Spire Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
1,913
-99
| -5% | -$6.12K | ﹤0.01% | 919 |
|
|
2025
Q1 | $105K | Sell |
2,012
-12
| -0.6% | -$629 | ﹤0.01% | 1016 |
|
|
2024
Q4 | $116K | Buy |
+2,024
| New | +$116K | ﹤0.01% | 984 |
|
|
2022
Q4 | – | Sell |
-5,073
| Closed | -$168K | – | 2312 |
|
|
2022
Q3 | $168K | Sell |
5,073
-1,759
| -26% | -$58.3K | 0.01% | 577 |
|
|
2022
Q2 | $246K | Sell |
6,832
-2,463
| -26% | -$88.7K | 0.01% | 689 |
|
|
2022
Q1 | $425K | Sell |
9,295
-2,737
| -23% | -$125K | 0.01% | 625 |
|
|
2021
Q4 | $587K | Buy |
12,032
+2,654
| +28% | +$129K | 0.01% | 639 |
|
|
2021
Q3 | $406K | Buy |
9,378
+349
| +4% | +$15.1K | 0.01% | 661 |
|
|
2021
Q2 | $372K | Buy |
9,029
+623
| +7% | +$25.7K | 0.01% | 707 |
|
|
2021
Q1 | $303K | Buy |
+8,406
| New | +$303K | 0.01% | 860 |
|