Bell Investment 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 | $6.52K | Buy |
118
+36
| +44% | +$1.99K | ﹤0.01% | 856 |
|
|
2025
Q1 | $3.97K | Hold |
82
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q4 | $4.44K | Sell |
82
-11
| -12% | -$596 | ﹤0.01% | 979 |
|
|
2024
Q3 | $4.4K | Hold |
93
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $3.54K | Sell |
93
-57
| -38% | -$2.17K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $6.3K | Buy |
150
+78
| +108% | +$3.28K | ﹤0.01% | 801 |
|
|
2023
Q4 | $2.89K | Sell |
72
-1
| -1% | -$40 | ﹤0.01% | 1172 |
|
|
2023
Q3 | $2.43K | Buy |
73
+14
| +24% | +$467 | ﹤0.01% | 1178 |
|
|
2023
Q2 | $1.93K | Buy |
59
+36
| +157% | +$1.18K | ﹤0.01% | 1316 |
|
|
2023
Q1 | $753 | Hold |
23
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q4 | $659 | Buy |
+23
| New | +$659 | ﹤0.01% | 1696 |
|