Compass Planning Associates’s Brookfield Asset Management BAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.51K	Buy	136 +1	+0.7%	+$55	0.01%	102
2025 Q1	$6.54K	Buy	135 +1	+0.7%	+$48	0.01%	107
2024 Q4	$7.26K	Buy	+134	New	+$7.26K	0.01%	103