SDWMA
Schneider Downs Wealth Management Advisors’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
7,149
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $346K | Hold |
7,149
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $387K | Sell |
7,149
-1,179
| -14% | -$63.9K | 0.07% | 101 |
|
|
2024
Q3 | $394K | Sell |
8,328
-219
| -3% | -$10.4K | 0.08% | 99 |
|
|
2024
Q2 | $325K | Hold |
8,547
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $359K | Buy |
8,547
+483
| +6% | +$20.3K | 0.08% | 95 |
|
|
2023
Q4 | $324K | Hold |
8,064
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $269K | Hold |
8,064
| – | – | 0.06% | 87 |
|
|
2023
Q2 | $263K | Hold |
8,064
| – | – | 0.06% | 94 |
|
|
2023
Q1 | $264K | Hold |
8,064
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $231K | Buy |
+8,064
| New | +$231K | 0.05% | 103 |
|