Walled Lake Planning & Wealth Management’s Brookfield BN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,871
Closed -$129K 343
2020
Q2
$129K Hold
4,871
0.11% 79
2020
Q1
$115K Hold
4,871
0.11% 78
2019
Q4
$151K Buy
+4,871
New +$151K 0.11% 75