Clearstead Advisors’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
|
|||||
|
2025
Q1 | $4.18M | Buy |
|
|||||
|
2024
Q4 | $2.36M | Hold |
|
|||||
|
2024
Q3 | $2.06M | Buy |
|
|||||
|
2024
Q2 | $37K | Sell |
|
|||||
|
2024
Q1 | $45.9K | Hold |
|
|||||
|
2023
Q4 | $46.6K | Sell |
|
|||||
|
2023
Q3 | $77.3K | Buy |
|
|||||
|
2023
Q2 | $37.9K | Buy |
|
|||||
|
2023
Q1 | $29.2K | Sell |
|
|||||
|
2022
Q4 | $58.3K | Buy |
|