Wealth Enhancement Advisory Services’s Brookfield Asset Management BAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
41,788
-1,214
| -3% | -$69K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $2.08M | Buy |
43,002
+854
| +2% | +$41.4K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $2.28M | Buy |
42,148
+2,914
| +7% | +$158K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $1.86M | Buy |
39,234
+1,309
| +3% | +$61.9K | ﹤0.01% | 1088 |
|
|
2024
Q2 | $1.44M | Buy |
37,925
+29,111
| +330% | +$1.11M | ﹤0.01% | 1123 |
|
|
2024
Q1 | $370K | Buy |
8,814
+3,501
| +66% | +$147K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $214K | Sell |
5,313
-1,261
| -19% | -$50.7K | ﹤0.01% | 2047 |
|
|
2023
Q3 | $220K | Buy |
+6,574
| New | +$220K | ﹤0.01% | 1942 |
|