JNBA Financial Advisors’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.35K | Hold |
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|
2025
Q2 | $7.13K | Hold |
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|
2025
Q1 | $6.25K | Hold |
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|
2024
Q4 | $6.99K | Hold |
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|
2024
Q3 | $6.1K | Buy |
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|
2024
Q2 | $2.78K | Buy |
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|
2024
Q1 | $2.56K | Hold |
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|
2023
Q4 | $2.45K | Hold |
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|
2023
Q3 | $2.03K | Buy |
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|
2023
Q2 | $816 | Hold |
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|
2023
Q1 | $818 | Sell |
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|
2022
Q4 | $8.34K | Buy |
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