Benjamin F. Edwards & Company’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $310K | Buy |
8,133
+628
| +8% | +$23.9K | 0.01% | 805 |
|
|
2024
Q1 | $316K | Buy |
7,505
+2,505
| +50% | +$105K | 0.01% | 770 |
|
|
2023
Q4 | $202K | Buy |
+5,000
| New | +$202K | ﹤0.01% | 883 |
|
|
2023
Q1 | – | Sell |
-156
| Closed | -$4K | – | 1778 |
|
|
2022
Q4 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 1605 |
|