Wealthcare Advisory Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-651
| Closed | -$23K | – | 704 |
|
|
2021
Q1 | $23K | Buy |
+651
| New | +$23K | ﹤0.01% | 1149 |
|
|
2020
Q2 | – | Sell |
-1,603
| Closed | -$38K | – | 431 |
|
|
2020
Q1 | $38K | Hold |
1,603
| – | – | 0.01% | 566 |
|
|
2019
Q4 | $50K | Hold |
1,603
| – | – | 0.01% | 548 |
|
|
2019
Q3 | $46K | Buy |
1,603
+846
| +112% | +$24.3K | 0.01% | 548 |
|
|
2019
Q2 | $19K | Hold |
757
| – | – | ﹤0.01% | 730 |
|
|
2019
Q1 | $19K | Buy |
757
+187
| +33% | +$4.69K | ﹤0.01% | 666 |
|
|
2018
Q4 | $12K | Hold |
570
| – | – | ﹤0.01% | 742 |
|
|
2018
Q3 | $14K | Sell |
570
-284
| -33% | -$6.98K | ﹤0.01% | 759 |
|
|
2018
Q2 | $19K | Buy |
854
+570
| +201% | +$12.7K | ﹤0.01% | 682 |
|
|
2018
Q1 | $6K | Hold |
284
| – | – | ﹤0.01% | 801 |
|
|
2017
Q4 | $7K | Buy |
+284
| New | +$7K | ﹤0.01% | 731 |
|