Taylor Hoffman Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.93M | Buy |
|
|||||
2024
Q1 | $1.96M | Sell |
|
|||||
2023
Q4 | $1.88M | Sell |
|
|||||
2023
Q3 | $1.47M | Sell |
|
|||||
2023
Q2 | $1.61M | Sell |
|
|||||
2023
Q1 | $1.69M | Sell |
|
|||||
2022
Q4 | $1.63M | Sell |
|
|||||
2022
Q3 | $2.28M | Sell |
|
|||||
2022
Q2 | $2.52M | Sell |
|
|||||
2022
Q1 | $3.18M | Sell |
|
|||||
2021
Q4 | $3.51M | Hold |
|
|||||
2021
Q3 | $3.18M | Sell |
|
|||||
2021
Q2 | $2.97M | Sell |
|
|||||
2021
Q1 | $2.69M | Sell |
|
|||||
2020
Q4 | $2.5M | Sell |
|
|||||
2020
Q3 | $2.02M | Sell |
|
|||||
2020
Q2 | $2.48M | Buy |
|
|||||
2020
Q1 | $2.06M | Sell |
|
|||||
2019
Q4 | $3.11M | Hold |
|
|||||
2019
Q3 | $2.86M | Buy |
|
|||||
2019
Q2 | $2.4M | Sell |
|
|||||
2019
Q1 | $2.51M | Buy |
|
|||||
2018
Q4 | $2.06M | Buy |
|
|||||
2018
Q3 | $2.2M | Buy |
|
|||||
2018
Q2 | $1.68M | Buy |
|
|||||
2018
Q1 | $13K | Hold |
|
|||||
2017
Q4 | $15K | Buy |
|