Asset Dedication LLC’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.9K Hold
306
﹤0.01% 731
2025
Q1
$14.8K Sell
306
-33
-10% -$1.6K ﹤0.01% 701
2024
Q4
$18.4K Hold
339
﹤0.01% 670
2024
Q3
$16K Hold
339
﹤0.01% 734
2024
Q2
$12.9K Buy
+339
New +$12.9K ﹤0.01% 774