Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-437
| Closed | -$23K | – | 518 |
|
|
2024
Q3 | $23K | Buy |
+437
| New | +$23K | 0.02% | 460 |
|
|
2024
Q1 | – | Sell |
-6,621
| Closed | -$267K | – | 485 |
|
|
2023
Q4 | $267K | Sell |
6,621
-500
| -7% | -$20.2K | 0.03% | 368 |
|
|
2023
Q3 | $224K | Buy |
7,121
+350
| +5% | +$11K | 0.02% | 371 |
|
|
2023
Q2 | $229K | Buy |
+6,771
| New | +$229K | 0.02% | 385 |
|