VisionPoint Advisory Group’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 | $985K | Sell |
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2025
Q2 | $1.3M | Sell |
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2025
Q1 | $1.21M | Buy |
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2024
Q4 | $1.29M | Sell |
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2024
Q3 | $1.5M | Sell |
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2024
Q2 | $1.33M | Sell |
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2024
Q1 | $1.4M | Sell |
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2023
Q4 | $2.49M | Buy |
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2023
Q3 | $1.91M | Buy |
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2023
Q2 | $2.03M | Buy |
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2023
Q1 | $1.73M | Buy |
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2022
Q4 | $684K | Buy |
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