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TCI Wealth Advisors’s Brookfield BN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,831
Closed -$59.7K 473
2023
Q1
$59.7K Hold
1,831
0.01% 387
2022
Q4
$57.6K Hold
1,831
0.01% 366
2022
Q3
$75K Hold
1,831
0.01% 288
2022
Q2
$81K Hold
1,831
0.01% 279
2022
Q1
$104K Hold
1,831
0.02% 254
2021
Q4
$111K Hold
1,831
0.02% 251
2021
Q3
$98K Hold
1,831
0.02% 272
2021
Q2
$93K Hold
1,831
0.02% 274
2021
Q1
$81K Hold
1,831
0.03% 259
2020
Q4
$76K Hold
1,831
0.03% 242
2020
Q3
$61K Hold
1,831
0.02% 264
2020
Q2
$60K Buy
1,831
+610
+50% +$20K 0.03% 265
2020
Q1
$54K Sell
1,221
-1,221
-50% -$54K 0.03% 278
2019
Q4
$141K Buy
2,442
+1,221
+100% +$70.5K 0.05% 207
2019
Q3
$65K Hold
1,221
0.03% 279
2019
Q2
$58K Hold
1,221
0.03% 280
2019
Q1
$57K Hold
1,221
0.03% 306
2018
Q4
$47K Hold
1,221
0.02% 313
2018
Q3
$54K Hold
1,221
0.02% 316
2018
Q2
$49K Hold
1,221
0.02% 321
2018
Q1
$48K Hold
1,221
0.02% 335
2017
Q4
$53K Hold
1,221
0.02% 332
2017
Q3
$50K Hold
1,221
0.02% 311
2017
Q2
$48K Hold
1,221
0.02% 309
2017
Q1
$45K Sell
1,221
-12
-1% -$442 0.02% 316
2016
Q4
$41K Buy
1,233
+7
+0.6% +$233 0.02% 354
2016
Q3
$43K Buy
1,226
+40
+3% +$1.4K 0.02% 315
2016
Q2
$39K Buy
1,186
+35
+3% +$1.15K 0.02% 322
2016
Q1
$40K Sell
1,151
-14
-1% -$487 0.02% 331
2015
Q4
$37K Sell
1,165
-50
-4% -$1.59K 0.02% 337
2015
Q3
$38K Buy
1,215
+198
+19% +$6.19K 0.02% 317
2015
Q2
$36K Buy
1,017
+339
+50% +$12K 0.02% 310
2015
Q1
$36K Sell
678
-43
-6% -$2.28K 0.02% 268
2014
Q4
$36K Buy
721
+22
+3% +$1.1K 0.02% 280
2014
Q3
$31K Buy
699
+23
+3% +$1.02K 0.02% 276
2014
Q2
$30K Buy
676
+25
+4% +$1.11K 0.02% 297
2014
Q1
$27K Buy
651
+91
+16% +$3.77K 0.02% 293
2013
Q4
$22K Hold
560
0.01% 326
2013
Q3
$0 Buy
+560
New ﹤0.01% 788