Global Retirement Partners’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
$31.9K Buy
+577
New +$31.9K ﹤0.01% 2030
2024
Q4
$76.2K Buy
1,406
+887
+171% +$48.1K ﹤0.01% 1409
2024
Q3
$24.5K Sell
519
-358
-41% -$16.9K ﹤0.01% 1892
2024
Q2
$33.4K Buy
877
+189
+27% +$7.19K ﹤0.01% 1740
2024
Q1
$28.9K Buy
688
+1
+0.1% +$42 ﹤0.01% 1653
2023
Q4
$26.5K Sell
687
-43
-6% -$1.66K ﹤0.01% 1625
2023
Q3
$22.8K Buy
730
+125
+21% +$3.9K ﹤0.01% 1593
2023
Q2
$19.7K Buy
605
+4
+0.7% +$131 ﹤0.01% 1674
2023
Q1
$19.5K Buy
601
+566
+1,617% +$18.3K ﹤0.01% 1647
2022
Q4
$1K Buy
+35
New +$1K ﹤0.01% 2593