GoalVest Advisory’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 | $121K | Buy |
2,180
+190
| +10% | +$10.5K | 0.03% | 158 |
|
|
2025
Q1 | $96.4K | Hold |
1,990
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $108K | Hold |
1,990
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $94.1K | Hold |
1,990
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $75.7K | Sell |
1,990
-390
| -16% | -$14.8K | 0.02% | 151 |
|
|
2024
Q1 | $100K | Buy |
+2,380
| New | +$100K | 0.03% | 143 |
|