Teamwork Financial Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,066
| Closed | -$326K | – | 202 |
|
|
2022
Q2 | $326K | Sell |
9,066
-14,152
| -61% | -$509K | 0.07% | 166 |
|
|
2022
Q1 | $1.06M | Sell |
23,218
-12,310
| -35% | -$563K | 0.2% | 95 |
|
|
2021
Q4 | $1.73M | Sell |
35,528
-759
| -2% | -$37K | 0.32% | 59 |
|
|
2021
Q3 | $1.57M | Sell |
36,287
-538
| -1% | -$23.3K | 0.31% | 61 |
|
|
2021
Q2 | $1.52M | Sell |
36,825
-2,558
| -6% | -$105K | 0.31% | 57 |
|
|
2021
Q1 | $1.41M | Sell |
39,383
-10,039
| -20% | -$359K | 0.33% | 57 |
|
|
2020
Q4 | $1.64M | Sell |
49,422
-6,544
| -12% | -$217K | 0.39% | 45 |
|
|
2020
Q3 | $1.49M | Sell |
55,966
-50,003
| -47% | -$1.33M | 0.46% | 40 |
|
|
2020
Q2 | $2.8M | Buy |
105,969
+10,992
| +12% | +$290K | 1% | 18 |
|
|
2020
Q1 | $2.25M | Sell |
94,977
-3,647
| -4% | -$86.4K | 1.39% | 13 |
|
|
2019
Q4 | $3.05M | Buy |
+98,624
| New | +$3.05M | 1.83% | 9 |
|