WCM Investment 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
Q2 | – | Sell |
-20,128
| Closed | -$846K | – | 268 |
|
2024
Q1 | $846K | Sell |
20,128
-1,220
| -6% | -$51.3K | ﹤0.01% | 210 |
|
2023
Q4 | $861K | Sell |
21,348
-454
| -2% | -$18.3K | ﹤0.01% | 209 |
|
2023
Q3 | $727K | Sell |
21,802
-6,967
| -24% | -$232K | ﹤0.01% | 199 |
|
2023
Q2 | $939K | Buy |
28,769
+120
| +0.4% | +$3.92K | ﹤0.01% | 204 |
|
2023
Q1 | $937K | Buy |
28,649
+1,624
| +6% | +$53.1K | ﹤0.01% | 199 |
|
2022
Q4 | $775K | Buy |
+27,025
| New | +$775K | ﹤0.01% | 202 |
|