Lipe & Dalton BN Holdings History

Number of Shares
123,861.00
Current Holdings Value*
$6.49 Mil
% of Portfolio
3.63%
Total Estimate Gain
$6.64 Mil
% of Total Estimate Gain
82.75%

Lipe & Dalton's Brookfield Corp Holding Summary

As of 2025-03-31, Lipe & Dalton held 123,861.00 shares of Brookfield Corp(BN), totaling $6.49 Mil. This investment constitutes 3.63% of their stock portfolio, and Lipe & Dalton now holds 0.01% of the outstanding Brookfield Corp(BN) stock.

The initial trade took place in 2015Q1. And since then Lipe & Dalton has made 7 purchases of BN, at an average price of $25.63, for a total of 313,020.00 shares. In addition, there have been 24 sales at an average price of $36.30 for 189,159.00 shares. Based on historical transaction data and BN's current price of $62.94, Lipe & Dalton's estimated gain on his BN holdings is $6.64 Mil, reflecting a 82.75% gain to date.

Lipe & Dalton BN ($62.94) Holding Chart

Lipe & Dalton BN ($62.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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