Foundations Investment Advisors’s Brookfield Asset Management BAM Stock Holding History

Foundations Investment 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	$1M	Buy
2025 Q1	$754K	Buy
2024 Q4	$631K	Buy
2024 Q3	$315K	Buy
2024 Q2	$241K	Buy
2024 Q1	$261K	Sell
2023 Q4	$258K	Sell
2023 Q3	$220K	Buy