Cetera Investment Advisers’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
40,395
+353
| +0.9% | +$19.5K | ﹤0.01% | 1761 |
|
|
2025
Q1 | $1.94M | Buy |
40,042
+11,008
| +38% | +$533K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $1.57M | Buy |
29,034
+756
| +3% | +$41K | ﹤0.01% | 1821 |
|
|
2024
Q3 | $1.34M | Sell |
28,278
-1,400
| -5% | -$66.3K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $1.13M | Sell |
29,678
-45,113
| -60% | -$1.72M | ﹤0.01% | 1988 |
|
|
2024
Q1 | $3.14M | Buy |
74,791
+66,455
| +797% | +$2.79M | 0.01% | 1256 |
|
|
2023
Q4 | $335K | Buy |
+8,336
| New | +$335K | ﹤0.01% | 1722 |
|