Verus Financial Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,008
| Closed | -$319K | – | 99 |
|
|
2024
Q3 | $319K | Hold |
6,008
| – | – | 0.03% | 77 |
|
|
2024
Q2 | $250K | Hold |
6,008
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $252K | Hold |
6,008
| – | – | 0.03% | 91 |
|
|
2023
Q4 | $244K | Buy |
+6,008
| New | +$244K | 0.03% | 89 |
|
|
2023
Q3 | – | Sell |
-6,146
| Closed | -$219K | – | 104 |
|
|
2023
Q2 | $219K | Buy |
+6,146
| New | +$219K | 0.03% | 98 |
|
|
2022
Q4 | – | Sell |
-6,356
| Closed | -$205K | – | 102 |
|
|
2022
Q3 | $205K | Buy |
+6,356
| New | +$205K | 0.03% | 99 |
|