Summit Securities Group’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 | – | Hold |
0
| – | – | – | 953 |
|
|
2025
Q1 | – | Sell |
-2,800
| Closed | -$152K | – | 660 |
|
|
2024
Q4 | $152K | Buy |
+2,800
| New | +$152K | 0.03% | 111 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 460 |
|
|
2024
Q2 | – | Sell |
-4,611
| Closed | -$194K | – | 458 |
|
|
2024
Q1 | $194K | Buy |
+4,611
| New | +$194K | 0.03% | 70 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$1K | – | 738 |
|
|
2023
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 602 |
|