Visionary Asset Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $371K | Buy |
18,055
+839
| +5% | +$17.2K | 0.15% | 43 |
|
|
2018
Q3 | $410K | Buy |
17,216
+1,367
| +9% | +$32.6K | 0.13% | 135 |
|
|
2018
Q2 | $344K | Buy |
+15,849
| New | +$344K | 0.12% | 132 |
|
|
2018
Q1 | – | Sell |
-9,359
| Closed | -$218K | – | 274 |
|
|
2017
Q4 | $218K | Hold |
9,359
| – | – | 0.06% | 246 |
|
|
2017
Q3 | $207K | Sell |
9,359
-236
| -2% | -$5.22K | 0.06% | 229 |
|
|
2017
Q2 | $201K | Buy |
+9,595
| New | +$201K | 0.06% | 185 |
|