Baker Tilly 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
2023 Q3	–	Sell	-8,354	Closed	-$273K	–	465
2023 Q2	$273K	Sell	8,354 -83	-1%	-$2.71K	0.03%	469
2023 Q1	$276K	Sell	8,437 -2,420	-22%	-$79.2K	0.03%	465
2022 Q4	$311K	Buy	+10,857	New	+$311K	0.04%	426