Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Brookfield Asset Management BAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,249
Closed -$221K 1633
2024
Q1
$221K Sell
5,249
-249
-5% -$10.5K ﹤0.01% 1518
2023
Q4
$221K Buy
+5,498
New +$221K ﹤0.01% 1453