Waverly Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
25,974
+50
| +0.2% | +$3.09K | 0.02% | 531 |
|
|
2025
Q1 | $1.36M | Buy |
25,924
+8,238
| +47% | +$432K | 0.02% | 549 |
|
|
2024
Q4 | $1.02M | Buy |
17,686
+8,543
| +93% | +$491K | 0.02% | 501 |
|
|
2024
Q3 | $486K | Hold |
9,143
| – | – | 0.01% | 588 |
|
|
2024
Q2 | $380K | Hold |
9,143
| – | – | 0.01% | 623 |
|
|
2024
Q1 | $383K | Buy |
9,143
+1,866
| +26% | +$78.1K | 0.01% | 524 |
|
|
2023
Q4 | $292K | Buy |
+7,277
| New | +$292K | 0.01% | 359 |
|