Strategic Wealth Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
+60,166
| New | +$3.72M | 0.29% | 79 |
|
|
2024
Q4 | $618K | Buy |
10,229
+170
| +2% | +$10.3K | 0.05% | 184 |
|
|
2024
Q3 | $535K | Buy |
10,059
+640
| +7% | +$34K | 0.05% | 197 |
|
|
2024
Q2 | $391K | Buy |
+9,419
| New | +$391K | 0.04% | 217 |
|
|
2019
Q4 | – | Sell |
-561
| Closed | -$15 | – | 173 |
|
|
2019
Q3 | $15 | Hold |
561
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $14K | Hold |
561
| – | – | 0.01% | 446 |
|
|
2019
Q1 | $14K | Hold |
561
| – | – | 0.01% | 447 |
|
|
2018
Q4 | $12K | Hold |
561
| – | – | 0.01% | 420 |
|
|
2018
Q3 | $13K | Hold |
561
| – | – | 0.01% | 417 |
|
|
2018
Q2 | $12K | Buy |
+561
| New | +$12K | 0.01% | 493 |
|