Integrated Wealth Concepts’s Brookfield Asset Management BAM Stock Holding History

Integrated Wealth Concepts’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Buy
2025 Q1	$306K	Sell
2024 Q4	$349K	Buy
2024 Q3	$296K	Sell
2024 Q2	$251K	Buy
2024 Q1	$275K	Sell
2023 Q4	$282K	Sell
2023 Q3	$237K	Buy
2023 Q2	$208K	Buy