D.A. Davidson & Co’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,473
| Closed | -$314K | – | 1358 |
|
|
2024
Q1 | $314K | Sell |
7,473
-179
| -2% | -$7.52K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $307K | Hold |
7,652
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q3 | $255K | Hold |
7,652
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q2 | $250K | Buy |
7,652
+124
| +2% | +$4.05K | ﹤0.01% | 1167 |
|
|
2023
Q1 | $246K | Buy |
+7,528
| New | +$246K | ﹤0.01% | 1153 |
|