Carolina 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	–	Sell	-47	Closed	-$2.28K	–	276
2025 Q1	$2.28K	Hold	47	–	–	﹤0.01%	227
2024 Q4	$2.55K	Hold	47	–	–	﹤0.01%	233
2024 Q3	$2.22K	Buy	+47	New	+$2.22K	﹤0.01%	275