Cornerstone Planning Group’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 | $5.42K | Buy |
88
+36
| +69% | +$2.22K | ﹤0.01% | 703 |
|
2025
Q1 | $2.63K | Buy |
52
+13
| +33% | +$658 | ﹤0.01% | 910 |
|
2024
Q4 | $2.31K | Hold |
39
| – | – | ﹤0.01% | 756 |
|
2024
Q3 | $2.09K | Sell |
39
-10
| -20% | -$535 | ﹤0.01% | 762 |
|
2024
Q2 | $1.93K | Buy |
49
+26
| +113% | +$1.02K | ﹤0.01% | 781 |
|
2024
Q1 | $900 | Buy |
+23
| New | +$900 | ﹤0.01% | 801 |
|