Vivaldi Capital Management’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
$202K Buy
2023
Q1
Sell
2022
Q4
$246K Sell
2022
Q3
$294K Hold
2022
Q2
$324K Hold
2022
Q1
$347K Hold
2021
Q4
$439K Hold
2021
Q3
$389K Hold
2021
Q2
$412K Sell
2021
Q1
$351K Sell
2020
Q4
$309K Sell
2020
Q3
$278K Sell
2020
Q2
$764K Sell
2020
Q1
$1.08M Sell
2019
Q4
$1.64M Sell
2019
Q3
$2.33M Buy
2019
Q2
$1.79M Sell
2019
Q1
$2.87M Buy
2018
Q4
$556K Buy