Toth Financial Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5K | Hold |
800
| – | – | 0.01% | 311 |
|
|
2025
Q1 | $41.9K | Hold |
800
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $46K | Hold |
800
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $42.5K | Hold |
800
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $33.2K | Hold |
800
| – | – | ﹤0.01% | 332 |
|
|
2024
Q1 | $33.5K | Hold |
800
| – | – | ﹤0.01% | 331 |
|
|
2023
Q4 | $32.1K | Hold |
800
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $25K | Hold |
800
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $26.9K | Hold |
800
| – | – | ﹤0.01% | 346 |
|
|
2023
Q1 | $26.1K | Hold |
800
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $25.2K | Sell |
800
-190
| -19% | -$5.98K | ﹤0.01% | 356 |
|
|
2022
Q3 | $33K | Hold |
990
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $36K | Hold |
990
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $45K | Hold |
990
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $48K | Hold |
990
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $43K | Hold |
990
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $41K | Sell |
990
-7
| -0.7% | -$290 | 0.01% | 294 |
|
|
2021
Q1 | $36K | Hold |
997
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $33K | Hold |
997
| – | – | 0.01% | 287 |
|
|
2020
Q3 | $26K | Hold |
997
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $26K | Buy |
+997
| New | +$26K | 0.01% | 263 |
|