Powell Investment Advisors’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,780
| Closed | -$280K | – | 168 |
|
|
2025
Q1 | $280K | Sell |
5,780
-175
| -3% | -$8.48K | 0.14% | 92 |
|
|
2024
Q4 | $323K | Hold |
5,955
| – | – | 0.15% | 90 |
|
|
2024
Q3 | $282K | Hold |
5,955
| – | – | 0.13% | 93 |
|
|
2024
Q2 | $227K | Hold |
5,955
| – | – | 0.12% | 107 |
|
|
2024
Q1 | $250K | Hold |
5,955
| – | – | 0.13% | 93 |
|
|
2023
Q4 | $239K | Buy |
+5,955
| New | +$239K | 0.13% | 97 |
|
|
2023
Q2 | – | Sell |
-6,555
| Closed | -$214K | – | 133 |
|
|
2023
Q1 | $214K | Buy |
+6,555
| New | +$214K | 0.12% | 94 |
|