Shelter Mutual Insurance’s Brookfield Asset Management BAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,127	Closed	-$461K	–	62
2023 Q2	$461K	Hold	14,127	–	–	0.11%	66
2023 Q1	$462K	Sell	14,127 -14,033	-50%	-$459K	0.13%	51
2022 Q4	$807K	Buy	+28,160	New	+$807K	0.23%	50