Atria Wealth Solutions’s Brookfield Renewable BEPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,626
| Closed | -$208K | – | 1919 |
|
2023
Q3 | $208K | Sell |
8,626
-98
| -1% | -$2.36K | ﹤0.01% | 1667 |
|
2023
Q2 | $276K | Sell |
8,724
-3
| -0% | -$95 | ﹤0.01% | 1495 |
|
2023
Q1 | $306K | Sell |
8,727
-1,773
| -17% | -$62.2K | ﹤0.01% | 1388 |
|
2022
Q4 | $290K | Sell |
10,500
-42
| -0.4% | -$1.16K | ﹤0.01% | 1370 |
|
2022
Q3 | $346K | Buy |
10,542
+440
| +4% | +$14.4K | 0.01% | 1207 |
|
2022
Q2 | $361K | Buy |
10,102
+1,990
| +25% | +$71.1K | 0.01% | 1100 |
|
2022
Q1 | $356K | Buy |
+8,112
| New | +$356K | 0.01% | 1238 |
|