Fortis Group 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.64K | Hold |
84
| – | – | ﹤0.01% | 394 |
|
2025
Q1 | $4.07K | Hold |
84
| – | – | ﹤0.01% | 368 |
|
2024
Q4 | $4.55K | Hold |
84
| – | – | ﹤0.01% | 372 |
|
2024
Q3 | $3.97K | Hold |
84
| – | – | ﹤0.01% | 370 |
|
2024
Q2 | $3.2K | Hold |
84
| – | – | ﹤0.01% | 389 |
|
2024
Q1 | $3.53K | Sell |
84
-84
| -50% | -$3.53K | ﹤0.01% | 399 |
|
2023
Q4 | $6.75K | Buy |
168
+84
| +100% | +$3.37K | ﹤0.01% | 333 |
|
2023
Q3 | $2.8K | Buy |
+84
| New | +$2.8K | ﹤0.01% | 342 |
|