Winslow Evans & Crocker’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-383
| Closed | -$8.04K | – | 1129 |
|
2017
Q2 | $8.04K | Sell |
383
-2
| -0.5% | -$42 | ﹤0.01% | 963 |
|
2017
Q1 | $7.48K | Hold |
385
| – | – | ﹤0.01% | 954 |
|
2016
Q4 | $6.77K | Sell |
385
-676
| -64% | -$11.9K | ﹤0.01% | 968 |
|
2016
Q3 | $20K | Hold |
1,061
| – | – | 0.01% | 735 |
|
2016
Q2 | $18.8K | Sell |
1,061
-17
| -2% | -$301 | 0.01% | 706 |
|
2016
Q1 | $19.8K | Hold |
1,078
| – | – | 0.01% | 703 |
|
2015
Q4 | $17.9K | Hold |
1,078
| – | – | 0.01% | 770 |
|
2015
Q3 | $17.9K | Hold |
1,078
| – | – | 0.01% | 752 |
|
2015
Q2 | $19.8K | Sell |
1,078
-4
| -0.4% | -$74 | 0.01% | 761 |
|
2015
Q1 | $20.3K | Hold |
1,082
| – | – | 0.01% | 729 |
|
2014
Q4 | $19K | Hold |
1,082
| – | – | 0.01% | 745 |
|
2014
Q3 | $17K | Buy |
1,082
+3
| +0.3% | +$47 | ﹤0.01% | 775 |
|
2014
Q2 | $16.7K | Buy |
+1,079
| New | +$16.7K | 0.01% | 721 |
|