Wealthspire Advisors, LLC Brookfield Asset Management Inc. Transaction History

Wealthspire Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$9.97 - $51.52 $3,339 - $17,259	335 Added 4.12%	8,470 $346,000
Q2 2022 Aug 09, 2022	BUY	$43.18 - $58.62 $176,994 - $240,283	4,099 Added 101.56%	8,135 $362,000
Q1 2022 May 09, 2022	SELL	$52.13 - $60.52 $32,633 - $37,885	-626 Reduced 13.43%	4,036 $228,000
Q4 2021 Feb 14, 2022	BUY	$53.79 - $61.85 $32,112 - $36,924	597 Added 14.69%	4,662 $281,000
Q3 2021 Nov 15, 2021	SELL	$47.88 - $57.38 $157,381 - $188,608	-3,287 Reduced 44.71%	4,065 $217,000
Q2 2021 Aug 13, 2021	SELL	$44.21 - $52.45 $160,349 - $190,236	-3,627 Reduced 33.04%	7,352 $375,000
Q1 2021 May 17, 2021	BUY	$38.19 - $45.67 $69,887 - $83,576	1,830 Added 20.0%	10,979 $489,000
Q4 2020 Feb 16, 2021	BUY	$29.78 - $43.04 $272,457 - $393,772	9,149 New	9,149 $378,000
Q2 2020 Aug 14, 2020	SELL	$27.75 - $37.71 $225,663 - $306,657	-8,132 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$22.05 - $45.53 $179,310 - $370,249	8,132 New	8,132 $360,000
Q1 2019 May 08, 2019	SELL	$25.26 - $31.1 $12,326 - $15,176	-488 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$24.44 - $29.93 $11,926 - $14,605	488 New	488 $19,000

6.41M

Ticker BAM
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 1,641,699,968
Market Cap $91.1B
Description
Brookfield Asset Management is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. It manages a range of public and private investment products and services for institutional and retail clients. It typically makes investme...

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