EverSource Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Sell |
921
-735
| -44% | -$40.6K | ﹤0.01% | 1593 |
|
|
2025
Q1 | $80.2K | Buy |
1,656
+35
| +2% | +$1.7K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $87.8K | Buy |
1,621
+36
| +2% | +$1.95K | ﹤0.01% | 948 |
|
|
2024
Q3 | $74.9K | Sell |
1,585
-1,824
| -54% | -$86.2K | ﹤0.01% | 898 |
|
|
2024
Q2 | $149K | Sell |
3,409
-183
| -5% | -$7.98K | 0.01% | 663 |
|
|
2024
Q1 | $137K | Sell |
3,592
-88
| -2% | -$3.36K | 0.01% | 606 |
|
|
2023
Q4 | $148K | Buy |
3,680
+1,720
| +88% | +$69.1K | 0.01% | 511 |
|
|
2023
Q3 | $65.3K | Buy |
1,960
+65
| +3% | +$2.17K | 0.01% | 719 |
|
|
2023
Q2 | $61.8K | Buy |
1,895
+1,732
| +1,063% | +$56.5K | 0.01% | 754 |
|
|
2023
Q1 | $5.33K | Buy |
163
+95
| +140% | +$3.11K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $1.95K | Buy |
+68
| New | +$1.95K | ﹤0.01% | 1915 |
|