Wealthspire Advisors (New York)’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $815K | Buy |
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|
2025
Q3 | $744K | Sell |
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|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $561K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $217K | Sell |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $360K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19K | Buy |
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