Ameritas Advisory Services’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,994
| Closed | -$209K | – | 730 |
|
2023
Q1 | $209K | Sell |
5,994
-5,347
| -47% | -$187K | 0.01% | 752 |
|
2022
Q4 | $312K | Buy |
+11,341
| New | +$312K | 0.01% | 704 |
|
2022
Q3 | – | Sell |
-6,264
| Closed | -$223K | – | 760 |
|
2022
Q2 | $223K | Buy |
6,264
+465
| +8% | +$16.6K | 0.01% | 717 |
|
2022
Q1 | $254K | Buy |
5,799
+175
| +3% | +$7.67K | 0.01% | 717 |
|
2021
Q4 | $207K | Buy |
+5,624
| New | +$207K | 0.01% | 768 |
|