Squar Milner Financial Services’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,318
| Closed | -$405K | – | 30 |
|
|
2020
Q2 | $405K | Buy |
15,318
+1,415
| +10% | +$37.4K | 0.23% | 120 |
|
|
2020
Q1 | $329K | Buy |
13,903
+790
| +6% | +$18.7K | 0.2% | 113 |
|
|
2019
Q4 | $405K | Sell |
13,113
-10,637
| -45% | -$329K | 0.2% | 110 |
|
|
2019
Q3 | $420K | Buy |
23,750
+12,307
| +108% | +$218K | 0.21% | 121 |
|
|
2019
Q2 | $293K | Sell |
11,443
-571
| -5% | -$14.6K | 0.2% | 119 |
|
|
2019
Q1 | $299K | Buy |
12,014
+2,896
| +32% | +$72.1K | 0.22% | 111 |
|
|
2018
Q4 | $187K | Hold |
9,118
| – | – | 0.18% | 142 |
|
|
2018
Q3 | $217K | Buy |
9,118
+1,037
| +13% | +$24.7K | 0.2% | 138 |
|
|
2018
Q2 | $175K | Buy |
+8,081
| New | +$175K | 0.15% | 180 |
|