Arete Wealth Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,551
| Closed | -$206K | – | 677 |
|
|
2023
Q1 | $206K | Buy |
+6,551
| New | +$206K | 0.02% | 575 |
|
|
2022
Q2 | – | Sell |
-6,056
| Closed | -$249K | – | 462 |
|
|
2022
Q1 | $249K | Sell |
6,056
-1,450
| -19% | -$59.6K | 0.02% | 425 |
|
|
2021
Q4 | $269K | Buy |
+7,506
| New | +$269K | 0.02% | 405 |
|
|
2021
Q3 | – | Sell |
-12,732
| Closed | -$491K | – | 416 |
|
|
2021
Q2 | $491K | Sell |
12,732
-4,226
| -25% | -$163K | 0.07% | 209 |
|
|
2021
Q1 | $722K | Sell |
16,958
-538
| -3% | -$22.9K | 0.09% | 190 |
|
|
2020
Q4 | $760K | Buy |
+17,496
| New | +$760K | 0.11% | 177 |
|