Principal Securities’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 | $451K | Sell |
8,163
-128
| -2% | -$7.08K | 0.01% | 905 |
|
|
2025
Q1 | $449K | Hold |
8,291
| – | – | 0.01% | 818 |
|
|
2024
Q4 | $449K | Buy |
8,291
+427
| +5% | +$23.1K | 0.01% | 814 |
|
|
2024
Q3 | $372K | Sell |
7,864
-900
| -10% | -$42.6K | 0.01% | 859 |
|
|
2024
Q2 | $333K | Sell |
8,764
-4,436
| -34% | -$169K | 0.01% | 844 |
|
|
2024
Q1 | $555K | Buy |
13,200
+1,121
| +9% | +$47.1K | 0.02% | 625 |
|
|
2023
Q4 | $485K | Buy |
+12,079
| New | +$485K | 0.02% | 613 |
|