Summit Trail 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 | $1.27M | Buy |
|
|||||
|
2025
Q1 | $1.02M | Sell |
|
|||||
|
2024
Q4 | $1.65M | Sell |
|
|||||
|
2024
Q3 | $1.55M | Sell |
|
|||||
|
2024
Q2 | $1.23M | Sell |
|
|||||
|
2024
Q1 | $1.26M | Buy |
|
|||||
|
2023
Q4 | $1.21M | Sell |
|
|||||
|
2023
Q3 | $942K | Hold |
|
|||||
|
2023
Q2 | $1.01M | Sell |
|
|||||
|
2023
Q1 | $1.03M | Buy |
|
|||||
|
2022
Q4 | $948K | Sell |
|
|||||
|
2022
Q3 | $1.23M | Buy |
|
|||||
|
2022
Q2 | $1.3M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $1.55M | Buy |
|
|||||
|
2017
Q4 | $1.57M | Buy |
|