IWA
BAM icon

Icon Wealth Advisors’s Brookfield Asset Management BAM Stock Holding History

Icon Wealth Advisors’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203K Hold
3,670
– – 0.01% 365
2025
Q1 		$178K Buy
3,670
+1,542
+72% +$74.7K 0.01% 375
2024
Q4 		$115K Hold
2,128
– – 0.01% 477
2024
Q3 		$101K Buy
+2,128
New +$101K 0.01% 478