AO
Advisor OS’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,949
| Closed | -$200K | – | 387 |
|
|
2023
Q4 | $200K | Buy |
+6,949
| New | +$200K | 0.03% | 328 |
|
|
2023
Q3 | – | Sell |
-7,385
| Closed | -$233K | – | 288 |
|
|
2023
Q2 | $233K | Sell |
7,385
-2,243
| -23% | -$70.7K | 0.04% | 266 |
|
|
2023
Q1 | $336K | Buy |
+9,628
| New | +$336K | 0.08% | 181 |
|
|
2022
Q4 | – | Sell |
-6,485
| Closed | -$212K | – | 214 |
|
|
2022
Q3 | $212K | Buy |
+6,485
| New | +$212K | 0.06% | 188 |
|