TSWM
Triangle Securities Wealth Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Buy |
97,469
+1,865
| +2% | +$115K | 1.48% | 17 |
|
|
2025
Q1 | $5.01M | Buy |
95,604
+5,467
| +6% | +$287K | 1.29% | 19 |
|
|
2024
Q4 | $5.18M | Buy |
90,137
+9,048
| +11% | +$520K | 1.33% | 18 |
|
|
2024
Q3 | $4.31M | Buy |
81,089
+44,781
| +123% | +$2.38M | 1.11% | 22 |
|
|
2024
Q2 | $1.51M | Buy |
+36,308
| New | +$1.51M | 0.43% | 66 |
|
|
2013
Q3 | – | Sell |
-1,025
| Closed | -$37K | – | 149 |
|
|
2013
Q2 | $37K | Buy |
+1,025
| New | +$37K | 0.03% | 296 |
|