BLUE ZONE WEALTH ADVISORS, LLC – Brookfield Asset Management Ltd. Transaction History
BLUE ZONE WEALTH ADVISORS, LLC portfolio value:
$6.41M
portfolio value
BLUE ZONE WEALTH ADVISORS, LLC quarter portfolio value change:
-8.05%
quarter
Brookfield Asset Management Ltd. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 52 shares | -560K | $40.89 | 156.91K |
| Q2 2022 | share | Increase | +3.39% | 5.14K shares | -1.60M | $44.47 | 156.86K |
| Q1 2022 | share | Increase | +4.28% | 6.22K shares | -202K | $56.57 | 151.72K |
| Q4 2021 | share | Increase | +2.47% | 3.51K shares | 1.18M | $60.53 | 145.49K |
| Q3 2021 | share | Increase | +3.84% | 5.25K shares | 627K | $53.39 | 141.98K |
| Q2 2021 | share | Increase | +9.19% | 11.50K shares | 1.39M | $50.75 | 136.73K |
| Q1 2021 | share | Increase | +5.26% | 6.26K shares | 663K | $44.04 | 125.23K |
| Q4 2020 | share | Increase | +2.79% | 3.23K shares | 1.08M | $40.72 | 118.97K |
| Q3 2020 | share | Decrease | -4.78% | -5.81K shares | -173K | $32.53 | 115.73K |
| Q2 2020 | share | Increase | 0.00% | 121.55K shares | 3.99M | $32.11 | 121.55K |