Copeland Dividend Growth Fund BAM Holdings History
Copeland Dividend Growth Fund's Brookfield Asset Management Ltd Holding Summary
As of 2025-02-28, Copeland Dividend Growth Fund held 10,169.00 shares of Brookfield Asset Management Ltd(BAM), totaling $575,360.00. This investment constitutes 1.75% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Brookfield Asset Management Ltd(BAM) stock.
The initial trade took place in 2024Q2. And since then Copeland Dividend Growth Fund has made 1 purchases of BAM, at an average price of $40.35, for a total of 12,717.00 shares. In addition, there have been 3 sales at an average price of $51.31 for 2,548.00 shares. Based on historical transaction data and BAM's current price of $63.19, Copeland Dividend Growth Fund's estimated gain on his BAM holdings is $260,187.17, reflecting a 50.71% gain to date.
Copeland Dividend Growth Fund BAM ($63.19) Holding Chart
Copeland Dividend Growth Fund BAM ($63.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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