Sugarloaf Wealth Management’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-88
| Closed | -$3.54K | – | 680 |
|
|
2023
Q4 | $3.54K | Hold |
88
| – | – | ﹤0.01% | 568 |
|
|
2023
Q3 | $2.93K | Hold |
88
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $2.87K | Hold |
88
| – | – | ﹤0.01% | 593 |
|
|
2023
Q1 | $2.88K | Hold |
88
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $2.52K | Buy |
+88
| New | +$2.52K | ﹤0.01% | 649 |
|