True Wealth Design’s Brookfield Asset Management BAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,752	Closed	-$792K	–	783
2023 Q3	$792K	Sell	23,752 -637	-3%	-$21.2K	0.27%	54
2023 Q2	$796K	Buy	24,389 +24,378	+221,618%	+$795K	0.29%	64
2023 Q1	$360	Buy	+11	New	+$360	﹤0.01%	601