Simplicity Wealth’s Brookstone Active ETF BAMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,413
| Closed | -$221K | – | 593 |
|
|
2025
Q1 | $221K | Buy |
+7,413
| New | +$221K | 0.02% | 504 |
|
|
2024
Q4 | – | Sell |
-12,826
| Closed | -$392K | – | 343 |
|
|
2024
Q3 | $392K | Sell |
12,826
-277
| -2% | -$8.46K | 0.04% | 341 |
|
|
2024
Q2 | $384K | Buy |
+13,103
| New | +$384K | 0.01% | 861 |
|