BWP
Baldwin Wealth Partners’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51
| Closed | -$1.94K | – | 1089 |
|
|
2024
Q2 | $1.94K | Buy |
51
+35
| +219% | +$1.33K | ﹤0.01% | 662 |
|
|
2024
Q1 | $672 | Hold |
16
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $643 | Hold |
16
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $533 | Hold |
16
| – | – | ﹤0.01% | 725 |
|
|
2023
Q2 | $522 | Hold |
16
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $524 | Buy |
+16
| New | +$524 | ﹤0.01% | 775 |
|