Aspiriant LLC’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,564
| Closed | -$241K | – | 291 |
|
|
2024
Q3 | $241K | Buy |
+8,564
| New | +$241K | 0.01% | 256 |
|
|
2023
Q2 | – | Sell |
-6,636
| Closed | -$209K | – | 286 |
|
|
2023
Q1 | $209K | Buy |
+6,636
| New | +$209K | 0.01% | 264 |
|
|
2022
Q4 | – | Sell |
-6,636
| Closed | -$208K | – | 279 |
|
|
2022
Q3 | $208K | Hold |
6,636
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $231K | Hold |
6,636
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $273K | Hold |
6,636
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $238K | Hold |
6,636
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $245K | Hold |
6,636
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $256K | Hold |
6,636
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $283K | Hold |
6,636
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $286K | Hold |
6,636
| – | – | 0.02% | 175 |
|
|
2020
Q3 | $232K | Sell |
6,636
-1,666
| -20% | -$58.2K | 0.02% | 199 |
|
|
2020
Q2 | $212K | Buy |
+8,302
| New | +$212K | 0.02% | 172 |
|