Continuum Advisory’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
Sell
-1,269
Closed -$61.5K 510
2025
Q1
$61.5K Buy
1,269
+55
+5% +$2.67K 0.01% 622
2024
Q4
$65.8K Buy
1,214
+105
+9% +$5.69K 0.01% 600
2024
Q3
$62.2K Buy
1,109
+329
+42% +$18.4K 0.01% 615
2024
Q2
$29.7K Buy
780
+285
+58% +$10.8K ﹤0.01% 717
2024
Q1
$19.8K Buy
+495
New +$19.8K ﹤0.01% 777