Toth Financial Advisory’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Buy |
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|
2025
Q2 | $49.5K | Hold |
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|
2025
Q1 | $41.9K | Hold |
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|
2024
Q4 | $46K | Hold |
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|
2024
Q3 | $42.5K | Hold |
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|
2024
Q2 | $33.2K | Hold |
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|
2024
Q1 | $33.5K | Hold |
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|
2023
Q4 | $32.1K | Hold |
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|
2023
Q3 | $25K | Hold |
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|
2023
Q2 | $26.9K | Hold |
|
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|
2023
Q1 | $26.1K | Hold |
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|
2022
Q4 | $25.2K | Sell |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $36K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Buy |
|