HBC Financial 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
Q4 | $75K | Hold |
1,400
| – | – | 0.05% | 62 |
|
|
2024
Q3 | $75K | Buy |
1,400
+200
| +17% | +$10.7K | 0.05% | 66 |
|
|
2024
Q2 | $50K | Buy |
1,200
+200
| +20% | +$8.33K | 0.03% | 76 |
|
|
2024
Q1 | $38K | Hold |
1,000
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $40K | Hold |
1,000
| – | – | 0.03% | 71 |
|
|
2023
Q3 | $33K | Sell |
1,000
-200
| -17% | -$6.6K | 0.02% | 72 |
|
|
2023
Q2 | $40K | Hold |
1,200
| – | – | 0.03% | 72 |
|
|
2023
Q1 | $39K | Buy |
+1,200
| New | +$39K | 0.03% | 77 |
|