Avior Wealth Management’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 | $427K | Buy |
7,724
+7,374
| +2,107% | +$408K | 0.01% | 472 |
|
|
2025
Q1 | $17K | Sell |
350
-9,600
| -96% | -$465K | ﹤0.01% | 722 |
|
|
2024
Q4 | $539K | Sell |
9,950
-400
| -4% | -$21.7K | 0.02% | 424 |
|
|
2024
Q3 | $489K | Buy |
10,350
+10,000
| +2,857% | +$473K | 0.02% | 452 |
|
|
2024
Q2 | $13.3K | Sell |
350
-71
| -17% | -$2.7K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $17.7K | Buy |
421
+401
| +2,005% | +$16.9K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $803 | Hold |
20
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q3 | $666 | Hold |
20
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q2 | $652 | Hold |
20
| – | – | ﹤0.01% | 1441 |
|
|
2023
Q1 | $654 | Buy |
+20
| New | +$654 | ﹤0.01% | 1500 |
|