Mascoma Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,000
Closed -$503K 504
2023
Q1
$503K Sell
15,000
-75
-0.5% -$2.52K 0.15% 67
2022
Q4
$432K Buy
+15,075
New +$432K 0.14% 74