WealthTrust Fairport’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,324
| Closed | -$41K | – | 169 |
|
|
2014
Q4 | $41K | Buy |
2,324
+590
| +34% | +$10.4K | 0.01% | 193 |
|
|
2014
Q3 | $27K | Hold |
1,734
| – | – | ﹤0.01% | 190 |
|
|
2014
Q2 | $27K | Hold |
1,734
| – | – | ﹤0.01% | 184 |
|
|
2014
Q1 | $25K | Hold |
1,734
| – | – | ﹤0.01% | 182 |
|
|
2013
Q4 | $24K | Hold |
1,734
| – | – | ﹤0.01% | 164 |
|
|
2013
Q3 | $23K | Buy |
+1,734
| New | +$23K | ﹤0.01% | 197 |
|