WealthPLAN Partners’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,759
| Closed | -$93.8K | – | 208 |
|
|
2017
Q1 | $93.8K | Buy |
+4,759
| New | +$93.8K | 0.33% | 58 |
|
|
2016
Q3 | $143K | Sell |
7,594
-9,379
| -55% | -$177K | 0.05% | 187 |
|
|
2016
Q2 | $143K | Buy |
+16,973
| New | +$143K | 0.02% | 493 |
|
|
2015
Q4 | $9.86K | Buy |
+594
| New | +$9.86K | ﹤0.01% | 1152 |
|