Strata Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
4,256
-10,238
| -71% | -$633K | 0.07% | 66 |
|
|
2025
Q1 | $760K | Sell |
14,494
-1,148
| -7% | -$60.2K | 0.24% | 39 |
|
|
2024
Q4 | $899K | Hold |
15,642
| – | – | 0.28% | 40 |
|
|
2024
Q3 | $831K | Sell |
15,642
-315
| -2% | -$16.7K | 0.27% | 38 |
|
|
2024
Q2 | $663K | Sell |
15,957
-878
| -5% | -$36.5K | 0.23% | 39 |
|
|
2024
Q1 | $705K | Sell |
16,835
-24,433
| -59% | -$1.02M | 0.25% | 40 |
|
|
2023
Q4 | $1.66M | Buy |
+41,268
| New | +$1.66M | 0.65% | 26 |
|