Zullo Investment Group’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,700
| Closed | -$148K | – | 196 |
|
|
2022
Q4 | $148K | Sell |
4,700
-1,114
| -19% | -$35K | 0.09% | 163 |
|
|
2022
Q3 | $192K | Hold |
5,814
| – | – | 0.12% | 133 |
|
|
2022
Q2 | $209K | Hold |
5,814
| – | – | 0.13% | 132 |
|
|
2022
Q1 | $266K | Hold |
5,814
| – | – | 0.14% | 123 |
|
|
2021
Q4 | $284K | Buy |
+5,814
| New | +$284K | 0.15% | 124 |
|