TrueWealth LLC’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $11K | Hold |
433
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $10K | Hold |
433
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $13K | Hold |
433
| – | – | 0.01% | 427 |
|
|
2019
Q3 | $12K | Hold |
433
| – | – | 0.01% | 425 |
|
|
2019
Q2 | $11K | Hold |
433
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $11K | Hold |
433
| – | – | 0.01% | 440 |
|
|
2018
Q4 | $9K | Hold |
433
| – | – | ﹤0.01% | 448 |
|
|
2018
Q3 | $10K | Hold |
433
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $9K | Hold |
433
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $9K | Sell |
433
-2,373
| -85% | -$49.3K | ﹤0.01% | 467 |
|
|
2017
Q4 | $65K | Buy |
+2,806
| New | +$65K | 0.03% | 258 |
|