TW
TritonPoint Wealth’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
47,263
-1,257
| -3% | -$77.7K | 0.27% | 93 |
|
|
2025
Q1 | $2.54M | Sell |
48,520
-1,250
| -3% | -$65.5K | 0.24% | 98 |
|
|
2024
Q4 | $2.86M | Sell |
49,770
-615
| -1% | -$35.3K | 0.26% | 96 |
|
|
2024
Q3 | $2.69M | Hold |
50,385
| – | – | 0.25% | 97 |
|
|
2024
Q2 | $2.09M | Sell |
50,385
-3,844
| -7% | -$160K | 0.2% | 108 |
|
|
2024
Q1 | $2.22M | Sell |
54,229
-10,010
| -16% | -$410K | 0.23% | 97 |
|
|
2023
Q4 | $2.58M | Buy |
+64,239
| New | +$2.58M | 0.25% | 95 |
|