Kelly Financial Services’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-45
| Closed | -$1.7K | – | 169 |
|
|
2024
Q2 | $1.7K | Buy |
45
+1
| +2% | +$38 | ﹤0.01% | 603 |
|
|
2024
Q1 | $1.87K | Hold |
44
| – | – | ﹤0.01% | 607 |
|
|
2023
Q4 | $1.77K | Hold |
44
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $1.46K | Buy |
44
+1
| +2% | +$33 | ﹤0.01% | 579 |
|
|
2023
Q2 | $1.42K | Hold |
43
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $1.41K | Hold |
43
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $1.23K | Buy |
+43
| New | +$1.23K | ﹤0.01% | 551 |
|