Tradition Wealth Management’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 |
-1,536
| Closed | -$62K | – | 475 |
|
|
2023
Q4 | $62K | Sell |
1,536
-361
| -19% | -$14.6K | 0.01% | 574 |
|
|
2023
Q3 | $59K | Hold |
1,897
| – | – | 0.01% | 560 |
|
|
2023
Q2 | $64K | Hold |
1,897
| – | – | 0.01% | 564 |
|
|
2023
Q1 | $62K | Hold |
1,897
| – | – | 0.01% | 559 |
|
|
2022
Q4 | $60K | Sell |
1,897
-450
| -19% | -$14.2K | 0.01% | 483 |
|
|
2022
Q3 | $78K | Buy |
2,347
+1,900
| +425% | +$63.1K | 0.01% | 406 |
|
|
2022
Q2 | $16K | Hold |
447
| – | – | ﹤0.01% | 688 |
|
|
2022
Q1 | $20K | Hold |
447
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $22K | Hold |
447
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $19K | Buy |
447
+14
| +3% | +$595 | ﹤0.01% | 731 |
|
|
2021
Q2 | $18K | Buy |
+433
| New | +$18K | ﹤0.01% | 781 |
|