Evermay Wealth Management’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
Q4 | – | Sell |
-11
| Closed | -$521 | – | 577 |
|
|
2024
Q3 | $521 | Hold |
11
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $419 | Hold |
11
| – | – | ﹤0.01% | 578 |
|
|
2024
Q1 | $463 | Hold |
11
| – | – | ﹤0.01% | 577 |
|
|
2023
Q4 | $442 | Hold |
11
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $367 | Hold |
11
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $359 | Buy |
+11
| New | +$359 | ﹤0.01% | 532 |
|