Crewe Advisors’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 |
-44
| Closed | -$2.13K | – | 753 |
|
|
2025
Q1 | $2.13K | Buy |
+44
| New | +$2.13K | ﹤0.01% | 544 |
|
|
2024
Q3 | – | Sell |
-251
| Closed | -$9.55K | – | 746 |
|
|
2024
Q2 | $9.55K | Hold |
251
| – | – | ﹤0.01% | 705 |
|
|
2024
Q1 | $10.5K | Hold |
251
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $10.1K | Hold |
251
| – | – | ﹤0.01% | 207 |
|
|
2023
Q3 | $8.37K | Hold |
251
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $8.19K | Hold |
251
| – | – | ﹤0.01% | 427 |
|
|
2023
Q1 | $8.21K | Hold |
251
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $7.2K | Buy |
+251
| New | +$7.2K | ﹤0.01% | 609 |
|