Tradition 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 |
-474
| Closed | -$19K | – | 455 |
|
|
2023
Q4 | $19K | Hold |
474
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $16K | Hold |
474
| – | – | ﹤0.01% | 893 |
|
|
2023
Q2 | $15K | Hold |
474
| – | – | ﹤0.01% | 936 |
|
|
2023
Q1 | $16K | Hold |
474
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $14K | Buy |
+474
| New | +$14K | ﹤0.01% | 818 |
|