THWM
Taylor Hoffman Wealth Management’s Brookfield Asset Management BAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $449K | Buy |
11,972
+3
| +0% | +$113 | 0.18% | 76 |
|
|
2024
Q1 | $503K | Sell |
11,969
-231
| -2% | -$9.71K | 0.21% | 70 |
|
|
2023
Q4 | $490K | Sell |
12,200
-38
| -0.3% | -$1.53K | 0.22% | 72 |
|
|
2023
Q3 | $408K | Sell |
12,238
-207
| -2% | -$6.9K | 0.21% | 79 |
|
|
2023
Q2 | $406K | Sell |
12,445
-269
| -2% | -$8.78K | 0.2% | 78 |
|
|
2023
Q1 | $416K | Sell |
12,714
-320
| -2% | -$10.5K | 0.23% | 75 |
|
|
2022
Q4 | $374K | Buy |
+13,034
| New | +$374K | 0.23% | 77 |
|