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

JFS Wealth Advisors’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	$3.43K	Buy
2025 Q1	$2.47K	Buy
2024 Q4	$1.03K	Hold
2024 Q3	$899	Hold
2024 Q2	$723	Buy
2023 Q4	–	Sell
2023 Q3	$167	Hold
2023 Q2	$164	Sell
2023 Q1	$1.83K	Hold
2022 Q4	$1.61K	Buy