Strata Wealth Advisors’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
2025
Q1
$760K Sell
2024
Q4
$899K Hold
2024
Q3
$831K Sell
2024
Q2
$663K Sell
2024
Q1
$705K Sell
2023
Q4
$1.66M Buy