U.S. Capital Wealth Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
6,435
-35
| -0.5% | -$2.17K | 0.01% | 656 |
|
|
2025
Q1 | $339K | Buy |
+6,470
| New | +$339K | 0.01% | 671 |
|
|
2024
Q2 | – | Sell |
-7,758
| Closed | -$325K | – | 671 |
|
|
2024
Q1 | $325K | Buy |
7,758
+544
| +8% | +$22.8K | 0.01% | 548 |
|
|
2023
Q4 | $289K | Sell |
7,214
-30
| -0.4% | -$1.2K | 0.01% | 562 |
|
|
2023
Q3 | $227K | Hold |
7,244
| – | – | 0.01% | 572 |
|
|
2023
Q2 | $244K | Sell |
7,244
-541
| -7% | -$18.2K | 0.01% | 582 |
|
|
2023
Q1 | $254K | Buy |
7,785
+571
| +8% | +$18.6K | 0.01% | 568 |
|
|
2022
Q4 | $227K | Sell |
7,214
-1,710
| -19% | -$53.8K | 0.01% | 578 |
|
|
2022
Q3 | $295K | Sell |
8,924
-9,013
| -50% | -$298K | 0.01% | 517 |
|
|
2022
Q2 | $645K | Buy |
+17,937
| New | +$645K | 0.03% | 417 |
|