Strategic Wealth Partners’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 | $4.18M | Buy |
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|
2025
Q2 | $3.72M | Buy |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $15 | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Buy |
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