Kestra Private Wealth Services’s Brookfield Asset Management BAM Stock Holding History

Kestra Private Wealth Services’s Portfolio BAM Stock Details BAM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$283K	Sell
2025 Q3	$342K	Sell
2025 Q2	$417K	Buy
2025 Q1	$329K	Buy
2024 Q4	$260K	Buy
2024 Q3	$222K	Buy