Verdence Capital Advisors’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Buy
2025
Q2
$350K Buy
2025
Q1
$294K Buy
2024
Q4
$321K Buy
2024
Q3
$296K Buy
2024
Q2
$229K Buy
2024
Q1
$231K Hold
2023
Q4
$221K Buy
2022
Q4
Sell
2022
Q3
$202K Buy