Syverson Strege & Co’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-107
| Closed | -$3.49K | – | 136 |
|
2023
Q1 | $3.49K | Buy |
107
+95
| +792% | +$3.1K | ﹤0.01% | 395 |
|
2022
Q4 | $382 | Sell |
12
-3
| -20% | -$95 | ﹤0.01% | 303 |
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 291 |
|
2022
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 306 |
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 281 |
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 281 |
|
2021
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 424 |
|