Spire Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103K | Sell |
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|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $116K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $168K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $587K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $303K | Buy |
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