Whittier Trust’s Brookfield Wealth Solutions Ltd. BNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Hold |
744
| – | – | ﹤0.01% | 953 |
|
|
2025
Q1 | $38.8K | Hold |
744
| – | – | ﹤0.01% | 979 |
|
|
2024
Q4 | $42.7K | Hold |
744
| – | – | ﹤0.01% | 961 |
|
|
2024
Q3 | $39.5K | Buy |
+744
| New | +$39.5K | ﹤0.01% | 972 |
|
|
2023
Q4 | – | Sell |
-4,400
| Closed | -$138K | – | 1700 |
|
|
2023
Q3 | $138K | Buy |
+4,400
| New | +$138K | ﹤0.01% | 695 |
|
|
2021
Q3 | – | Sell |
-33
| Closed | -$2K | – | 1580 |
|
|
2021
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1468 |
|