SAG
SageView Advisory Group’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+3,904
| New | +$245K | 0.01% | 548 |
|
|
2025
Q1 | – | Sell |
-4,183
| Closed | -$227K | – | 602 |
|
|
2024
Q4 | $227K | Sell |
4,183
-169
| -4% | -$9.16K | 0.01% | 535 |
|
|
2024
Q3 | $206K | Buy |
+4,352
| New | +$206K | 0.01% | 491 |
|
|
2024
Q2 | – | Sell |
-6,490
| Closed | -$273K | – | 564 |
|
|
2024
Q1 | $273K | Buy |
+6,490
| New | +$273K | 0.01% | 434 |
|