Dorchester Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$471K Hold
2024
Q3
$411K Sell
2024
Q2
$348K Sell
2024
Q1
$400K Sell
2023
Q4
$404K Sell
2023
Q3
$348K Buy
2023
Q2
$272K Sell
2023
Q1
$279K Sell
2022
Q4
$255K Buy