Sugarloaf Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-352
| Closed | -$14.1K | – | 682 |
|
|
2023
Q4 | $14.1K | Hold |
352
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $11K | Hold |
352
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $11.8K | Hold |
352
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $11.5K | Hold |
352
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $11.1K | Sell |
352
-83
| -19% | -$2.61K | ﹤0.01% | 481 |
|
|
2022
Q3 | $15K | Hold |
435
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $16K | Hold |
435
| – | – | ﹤0.01% | 434 |
|
|
2022
Q1 | $20K | Hold |
435
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $21K | Hold |
435
| – | – | 0.01% | 413 |
|
|
2021
Q3 | $19K | Hold |
435
| – | – | 0.01% | 424 |
|
|
2021
Q2 | $18K | Sell |
435
-3
| -0.7% | -$124 | ﹤0.01% | 425 |
|
|
2021
Q1 | $16 | Hold |
438
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $15K | Hold |
438
| – | – | 0.01% | 426 |
|
|
2020
Q3 | $12K | Hold |
438
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $12K | Sell |
438
-1
| -0.2% | -$27 | ﹤0.01% | 422 |
|
|
2020
Q1 | $10K | Hold |
439
| – | – | ﹤0.01% | 430 |
|
|
2019
Q4 | $14K | Buy |
+439
| New | +$14K | 0.01% | 421 |
|