JNBA Financial 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 | $7.13K | Hold |
129
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $6.25K | Hold |
129
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $6.99K | Hold |
129
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $6.1K | Buy |
129
+56
| +77% | +$2.65K | ﹤0.01% | 532 |
|
|
2024
Q2 | $2.78K | Buy |
73
+12
| +20% | +$457 | ﹤0.01% | 561 |
|
|
2024
Q1 | $2.56K | Hold |
61
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $2.45K | Hold |
61
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $2.03K | Buy |
61
+36
| +144% | +$1.2K | ﹤0.01% | 627 |
|
|
2023
Q2 | $816 | Hold |
25
| – | – | ﹤0.01% | 671 |
|
|
2023
Q1 | $818 | Sell |
25
-266
| -91% | -$8.7K | ﹤0.01% | 677 |
|
|
2022
Q4 | $8.34K | Buy |
+291
| New | +$8.34K | ﹤0.01% | 471 |
|