Strategic Wealth Partners’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 | $1.57M | Buy |
+28,436
| New | +$1.57M | 0.12% | 117 |
|
|
2024
Q4 | $1.65M | Hold |
28,647
| – | – | 0.14% | 115 |
|
|
2024
Q3 | $1.35M | Buy |
28,647
+10
| +0% | +$473 | 0.13% | 123 |
|
|
2024
Q2 | $1.09M | Hold |
28,637
| – | – | 0.11% | 128 |
|
|
2024
Q1 | $1.2M | Sell |
28,637
-7,861
| -22% | -$330K | 0.13% | 118 |
|
|
2023
Q4 | $1.47M | Sell |
36,498
-112
| -0.3% | -$4.5K | 0.18% | 102 |
|
|
2023
Q3 | $1.22M | Hold |
36,610
| – | – | 0.16% | 143 |
|
|
2023
Q2 | $1.19M | Buy |
+36,610
| New | +$1.19M | 0.15% | 143 |
|