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Compass Ion Advisors’s Brookfield Asset Management BAM Stock Holding History

Compass Ion Advisors’s Portfolio BAM Stock Details BAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$250K Hold
4,529
– – 0.03% 237
2025
Q1 		$219K Hold
4,529
– – 0.03% 244
2024
Q4 		$245K Sell
4,529
-775
-15% -$42K 0.03% 231
2024
Q3 		$251K Buy
+5,304
New +$251K 0.03% 224