First Foundation Advisors’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-26,916
Closed -$897K 434
2023
Q3
$897K Buy
+26,916
New +$897K 0.04% 183
2023
Q1
Sell
-65,313
Closed -$1.87M 394
2022
Q4
$1.87M Buy
+65,313
New +$1.87M 0.09% 128