IFP Advisors’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 | $32.3K | Buy |
584
+5
| +0.9% | +$276 | ﹤0.01% | 2280 |
|
|
2025
Q1 | $28.1K | Buy |
579
+11
| +2% | +$533 | ﹤0.01% | 2152 |
|
|
2024
Q4 | $30.8K | Buy |
568
+8
| +1% | +$434 | ﹤0.01% | 2060 |
|
|
2024
Q3 | $26.5K | Buy |
560
+112
| +25% | +$5.3K | ﹤0.01% | 2030 |
|
|
2024
Q2 | $17K | Buy |
+448
| New | +$17K | ﹤0.01% | 2150 |
|
|
2023
Q4 | – | Sell |
-2,768
| Closed | -$92.3K | – | 3070 |
|
|
2023
Q3 | $92.3K | Sell |
2,768
-112
| -4% | -$3.73K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $94K | Sell |
2,880
-377
| -12% | -$12.3K | ﹤0.01% | 1337 |
|
|
2023
Q1 | $104K | Sell |
3,257
-171
| -5% | -$5.47K | ﹤0.01% | 1238 |
|
|
2022
Q4 | $112K | Buy |
+3,428
| New | +$112K | ﹤0.01% | 1688 |
|