Concord Wealth Partners’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 Q1	–	Sell	-22	Closed	-$1.19K	–	829
2024 Q4	$1.19K	Hold	22	–	–	﹤0.01%	769
2024 Q3	$1.04K	Buy	+22	New	+$1.04K	﹤0.01%	831