EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Sell |
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|
2025
Q1 | $80.2K | Buy |
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|
2024
Q4 | $87.8K | Buy |
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|
2024
Q3 | $74.9K | Sell |
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|
2024
Q2 | $149K | Sell |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $65.3K | Buy |
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|
2023
Q2 | $61.8K | Buy |
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|
2023
Q1 | $5.33K | Buy |
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|
2022
Q4 | $1.95K | Buy |
|