Avalon Trust’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,062
| Closed | -$86.6K | – | 318 |
|
2024
Q1 | $86.6K | Hold |
2,062
| – | – | 0.01% | 183 |
|
2023
Q4 | $82.8K | Hold |
2,062
| – | – | 0.01% | 177 |
|
2023
Q3 | $68.7K | Hold |
2,062
| – | – | 0.01% | 171 |
|
2023
Q2 | $67.3K | Hold |
2,062
| – | – | 0.01% | 187 |
|
2023
Q1 | $67.5K | Buy |
+2,062
| New | +$67.5K | 0.01% | 179 |
|