Aldebaran Financial’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,983
| Closed | -$228K | – | 74 |
|
|
2022
Q4 | $228K | Sell |
8,983
-886
| -9% | -$22.5K | 0.24% | 74 |
|
|
2022
Q3 | $312K | Sell |
9,869
-1,854
| -16% | -$58.6K | 0.34% | 63 |
|
|
2022
Q2 | $410K | Sell |
11,723
-498
| -4% | -$17.4K | 0.43% | 55 |
|
|
2022
Q1 | $502K | Sell |
12,221
-5,049
| -29% | -$207K | 0.39% | 57 |
|
|
2021
Q4 | $618K | Sell |
17,270
-12,450
| -42% | -$446K | 0.46% | 49 |
|
|
2021
Q3 | $1.1M | Sell |
29,720
-4,746
| -14% | -$175K | 0.89% | 34 |
|
|
2021
Q2 | $1.34M | Buy |
34,466
+1,626
| +5% | +$63.3K | 1.1% | 28 |
|
|
2021
Q1 | $1.4M | Buy |
+32,840
| New | +$1.4M | 1.23% | 26 |
|