Orion Portfolio Solutions’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,627
| Closed | -$251K | – | 1887 |
|
|
2024
Q4 | $251K | Sell |
4,627
-43
| -0.9% | -$2.33K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $221K | Sell |
4,670
-737
| -14% | -$34.9K | ﹤0.01% | 1669 |
|
|
2024
Q2 | $206K | Buy |
5,407
+355
| +7% | +$13.5K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $212K | Sell |
5,052
-107
| -2% | -$4.5K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $200K | Buy |
+5,159
| New | +$200K | ﹤0.01% | 1586 |
|