Graybill Wealth Management’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 |
-28,887
| Closed | -$1.16M | – | 57 |
|
|
2023
Q4 | $1.16M | Sell |
28,887
-698
| -2% | -$28K | 0.51% | 45 |
|
|
2023
Q3 | $986K | Sell |
29,585
-516
| -2% | -$17.2K | 0.48% | 45 |
|
|
2023
Q2 | $982K | Sell |
30,101
-830
| -3% | -$27.1K | 0.47% | 45 |
|
|
2023
Q1 | $1.01M | Sell |
30,931
-422
| -1% | -$13.8K | 0.52% | 44 |
|
|
2022
Q4 | $899K | Buy |
+31,353
| New | +$899K | 0.49% | 44 |
|