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Clearstead Trust’s Brookfield Asset Management BAM Stock Holding History

Clearstead Trust’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 		$92.7K Buy
1,676
+101
+6% +$5.58K 0.02% 252
2025
Q1 		$76.3K Hold
1,575
– – 0.02% 232
2024
Q4 		$85.3K Buy
+1,575
New +$85.3K 0.02% 219