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

Kestra Private Wealth Services’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$417K Buy
7,545
+747
+11% +$41.3K 0.01% 1114
2025
Q1 		$329K Buy
6,798
+2,006
+42% +$97.2K 0.01% 1152
2024
Q4 		$260K Buy
4,792
+104
+2% +$5.64K ﹤0.01% 1182
2024
Q3 		$222K Buy
+4,688
New +$222K ﹤0.01% 1224