Sustainable Insight Capital Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-9,030
| Closed | -$298K | – | 99 |
|
2022
Q3 | $298K | Buy |
9,030
+2,845
| +46% | +$93.9K | 0.35% | 76 |
|
2022
Q2 | $240K | Buy |
+6,185
| New | +$240K | 0.24% | 96 |
|
2020
Q1 | – | Sell |
-10,650
| Closed | -$330K | – | 67 |
|
2019
Q4 | $330K | Buy |
+10,650
| New | +$330K | 0.34% | 39 |
|
2018
Q3 | – | Sell |
-81,466
| Closed | -$1.77M | – | 71 |
|
2018
Q2 | $1.77M | Buy |
+81,466
| New | +$1.77M | 0.67% | 37 |
|