Wilson & Boucher Capital Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+3,543
| New | +$219K | 0.15% | 108 |
|
|
2025
Q1 | – | Sell |
-3,543
| Closed | -$204K | – | 108 |
|
|
2024
Q4 | $204K | Hold |
3,543
| – | – | 0.14% | 108 |
|
|
2024
Q3 | $188K | Buy |
+3,543
| New | +$188K | 0.13% | 116 |
|
|
2023
Q3 | – | Sell |
-3,543
| Closed | -$119K | – | 103 |
|
|
2023
Q2 | $119K | Buy |
+3,543
| New | +$119K | 0.11% | 112 |
|
|
2022
Q2 | – | Sell |
-4,383
| Closed | -$200K | – | 97 |
|
|
2022
Q1 | $200K | Hold |
4,383
| – | – | 0.18% | 110 |
|
|
2021
Q4 | $214K | Buy |
+4,383
| New | +$214K | 0.19% | 104 |
|