Glassman Wealth Services’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-854
| Closed | -$34.3K | – | 367 |
|
|
2023
Q4 | $34.3K | Sell |
854
-189
| -18% | -$7.59K | ﹤0.01% | 548 |
|
|
2023
Q3 | $34.8K | Buy |
1,043
+213
| +26% | +$7.1K | 0.01% | 516 |
|
|
2023
Q2 | $27.1K | Buy |
830
+19
| +2% | +$620 | ﹤0.01% | 551 |
|
|
2023
Q1 | $26.5K | Sell |
811
-103
| -11% | -$3.37K | ﹤0.01% | 565 |
|
|
2022
Q4 | $26.2K | Buy |
+914
| New | +$26.2K | ﹤0.01% | 594 |
|