Wealthspire Advisors (New York)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Buy |
13,341
+2,440
| +22% | +$151K | ﹤0.01% | 426 |
|
|
2025
Q1 | $571K | Sell |
10,901
-93
| -0.8% | -$4.87K | ﹤0.01% | 487 |
|
|
2024
Q4 | $632K | Buy |
10,994
+444
| +4% | +$25.5K | 0.01% | 455 |
|
|
2024
Q3 | $561K | Buy |
+10,550
| New | +$561K | 0.01% | 469 |
|
|
2022
Q4 | – | Sell |
-10,477
| Closed | -$346K | – | 583 |
|
|
2022
Q3 | $346K | Buy |
10,477
+414
| +4% | +$13.7K | 0.01% | 391 |
|
|
2022
Q2 | $362K | Buy |
10,063
+5,070
| +102% | +$182K | 0.01% | 360 |
|
|
2022
Q1 | $228K | Sell |
4,993
-774
| -13% | -$35.3K | 0.01% | 393 |
|
|
2021
Q4 | $281K | Buy |
5,767
+739
| +15% | +$36K | 0.01% | 434 |
|
|
2021
Q3 | $217K | Sell |
5,028
-4,066
| -45% | -$175K | ﹤0.01% | 536 |
|
|
2021
Q2 | $375K | Sell |
9,094
-4,582
| -34% | -$189K | 0.01% | 260 |
|
|
2021
Q1 | $489K | Buy |
13,676
+2,279
| +20% | +$81.5K | 0.01% | 401 |
|
|
2020
Q4 | $378K | Buy |
+11,397
| New | +$378K | 0.01% | 364 |
|
|
2020
Q2 | – | Sell |
-15,195
| Closed | -$360K | – | 304 |
|
|
2020
Q1 | $360K | Buy |
+15,195
| New | +$360K | 0.02% | 346 |
|
|
2019
Q1 | – | Sell |
-912
| Closed | -$19K | – | 145 |
|
|
2018
Q4 | $19K | Buy |
+912
| New | +$19K | ﹤0.01% | 348 |
|