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

True Wealth Design’s Portfolio BAM Stock Details BAM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$171	Buy
2023 Q4	–	Sell
2023 Q3	$792K	Sell
2023 Q2	$796K	Buy
2023 Q1	$360	Buy