Rezny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
+38,381
| New | +$2.12M | 0.48% | 19 |
|
|
2024
Q4 | – | Sell |
-36,758
| Closed | -$1.74M | – | 33 |
|
|
2024
Q3 | $1.74M | Buy |
36,758
+2,938
| +9% | +$139K | 0.44% | 19 |
|
|
2024
Q2 | $1.29M | Buy |
+33,820
| New | +$1.29M | 0.34% | 19 |
|
|
2023
Q4 | – | Sell |
-30,405
| Closed | -$1.01M | – | 23 |
|
|
2023
Q3 | $1.01M | Buy |
+30,405
| New | +$1.01M | 0.36% | 14 |
|