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Guardian Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Guardian Wealth Management’s Portfolio BAM Stock Details BAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,140
Closed -$463K – 230
2023
Q1 		$463K Buy
14,140
+289
+2% +$9.46K 0.45% 57
2022
Q4 		$397K Buy
+13,851
New +$397K 0.39% 59