Acuity Investment Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $252K | Hold |
15,012
| – | – | 0.36% | 87 |
|
|
2014
Q4 | $247K | Hold |
15,012
| – | – | 0.2% | 100 |
|
|
2014
Q3 | $244K | Buy |
15,012
+4,879
| +48% | +$79.3K | 0.19% | 96 |
|
|
2014
Q2 | $160K | Buy |
+10,133
| New | +$160K | 0.11% | 116 |
|
|
2013
Q4 | – | Sell |
-77,499
| Closed | -$1.1M | – | 147 |
|
|
2013
Q3 | $1.1M | Sell |
77,499
-69,056
| -47% | -$983K | 0.15% | 100 |
|
|
2013
Q2 | $2.16M | Buy |
+146,555
| New | +$2.16M | 0.28% | 70 |
|