Wintrust Investments’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
Q4
$32K Buy
598
+36
+6% +$1.93K 0.03% 312
2024
Q3
$26K Sell
562
-5,290
-90% -$245K 0.02% 429
2024
Q2
$223K Hold
5,852
0.02% 435
2024
Q1
$246K Sell
5,852
-75
-1% -$3.15K 0.02% 411
2023
Q4
$238K Buy
+5,927
New +$238K 0.02% 391