Willow Creek Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,446
| Closed | -$411K | – | 119 |
|
|
2022
Q2 | $411K | Hold |
11,446
| – | – | 0.08% | 74 |
|
|
2022
Q1 | $523K | Hold |
11,446
| – | – | 0.11% | 62 |
|
|
2021
Q4 | $559K | Hold |
11,446
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $495K | Hold |
11,446
| – | – | 0.11% | 56 |
|
|
2021
Q2 | $472K | Buy |
+11,446
| New | +$472K | 0.11% | 55 |
|