B. Riley Wealth Advisors’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 | $212K | Buy |
+3,836
| New | +$212K | 0.01% | 849 |
|
|
2024
Q4 | $263K | Sell |
4,851
-396
| -8% | -$21.5K | 0.01% | 920 |
|
|
2024
Q3 | $248K | Sell |
5,247
-29
| -0.5% | -$1.37K | 0.01% | 1046 |
|
|
2024
Q2 | $201K | Buy |
+5,276
| New | +$201K | 0.01% | 1237 |
|
|
2023
Q3 | – | Sell |
-14,923
| Closed | -$488K | – | 1477 |
|
|
2023
Q2 | $488K | Buy |
+14,923
| New | +$488K | 0.01% | 868 |
|