Wealthspire Advisors (Maryland)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $232K | Buy |
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|
2018
Q2 | $210K | Buy |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $203K | Buy |
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|
2017
Q1 | $89K | Buy |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $85K | Hold |
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|
2016
Q2 | $80K | Sell |
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|
2016
Q1 | $84K | Buy |
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|
2015
Q4 | $75K | Buy |
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