Avior Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Avior Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$427K	Buy
2025 Q1	$17K	Sell
2024 Q4	$539K	Sell
2024 Q3	$489K	Buy
2024 Q2	$13.3K	Sell
2024 Q1	$17.7K	Buy
2023 Q4	$803	Hold
2023 Q3	$666	Hold
2023 Q2	$652	Hold
2023 Q1	$654	Buy