Tompkins Financial’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$722 | – | 639 |
|
|
2023
Q4 | $722 | Hold |
18
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $563 | Hold |
18
| – | – | ﹤0.01% | 567 |
|
|
2023
Q2 | $606 | Hold |
18
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $587 | Buy |
+18
| New | +$587 | ﹤0.01% | 618 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$1K | – | 611 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 580 |
|