JFS Wealth 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 | $3.43K | Buy |
62
+11
| +22% | +$608 | ﹤0.01% | 1219 |
|
|
2025
Q1 | $2.47K | Buy |
51
+32
| +168% | +$1.55K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $1.03K | Hold |
19
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q3 | $899 | Hold |
19
| – | – | ﹤0.01% | 1717 |
|
|
2024
Q2 | $723 | Buy |
+19
| New | +$723 | ﹤0.01% | 1741 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$167 | – | 2001 |
|
|
2023
Q3 | $167 | Hold |
5
| – | – | ﹤0.01% | 1881 |
|
|
2023
Q2 | $164 | Sell |
5
-51
| -91% | -$1.67K | ﹤0.01% | 1895 |
|
|
2023
Q1 | $1.83K | Hold |
56
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q4 | $1.61K | Buy |
+56
| New | +$1.61K | ﹤0.01% | 1456 |
|