VisionPoint Advisory Group’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
Q3 | – | Sell |
-3,004
| Closed | -$114K | – | 285 |
|
|
2024
Q2 | $114K | Sell |
3,004
-123
| -4% | -$4.68K | 0.04% | 206 |
|
|
2024
Q1 | $131K | Sell |
3,127
-2,868
| -48% | -$121K | 0.05% | 190 |
|
|
2023
Q4 | $241K | Buy |
5,995
+131
| +2% | +$5.26K | 0.09% | 144 |
|
|
2023
Q3 | $195K | Buy |
5,864
+101
| +2% | +$3.37K | 0.08% | 144 |
|
|
2023
Q2 | $188K | Buy |
+5,763
| New | +$188K | 0.08% | 134 |
|