TWP

Triad Wealth Partners’s Brookstone Value Stock ETF BAMV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy	8,929 +1,696	+23%	+$53.9K	0.06%	226
2025 Q1	$226K	Buy	+7,233	New	+$226K	0.07%	190
2024 Q3	–	Sell	-2,036	Closed	-$59.2K	–	133
2024 Q2	$59.2K	Buy	+2,036	New	+$59.2K	0.03%	204