Integrated Wealth Concepts’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 | $406K | Buy |
7,340
+1,032
| +16% | +$57K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $306K | Sell |
6,308
-125
| -2% | -$6.06K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $349K | Buy |
6,433
+164
| +3% | +$8.89K | ﹤0.01% | 1289 |
|
|
2024
Q3 | $296K | Sell |
6,269
-315
| -5% | -$14.9K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $251K | Buy |
6,584
+29
| +0.4% | +$1.1K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $275K | Sell |
6,555
-458
| -7% | -$19.2K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $282K | Sell |
7,013
-106
| -1% | -$4.26K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $237K | Buy |
7,119
+758
| +12% | +$25.3K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $208K | Buy |
+6,361
| New | +$208K | ﹤0.01% | 1412 |
|