Fortis Group Advisors’s Brookfield Asset Management BAM Stock Holding History

Fortis Group Advisors’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.64K	Hold
2025 Q1	$4.07K	Hold
2024 Q4	$4.55K	Hold
2024 Q3	$3.97K	Hold
2024 Q2	$3.2K	Hold
2024 Q1	$3.53K	Sell
2023 Q4	$6.75K	Buy
2023 Q3	$2.8K	Buy