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Carson Advisory’s Brookfield Asset Management BAM Stock Holding History

Carson Advisory’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Buy
8,050
+400
+5% +$22.1K 0.28% 82
2025
Q1 		$371K Buy
+7,650
New +$371K 0.25% 96