Baker Tilly Wealth Management’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,807
| Closed | -$404K | – | 470 |
|
|
2023
Q2 | $404K | Buy |
12,807
+793
| +7% | +$25K | 0.04% | 394 |
|
|
2023
Q1 | $420K | Sell |
12,014
-811
| -6% | -$28.3K | 0.05% | 379 |
|
|
2022
Q4 | $353K | Buy |
12,825
+3,543
| +38% | +$97.6K | 0.04% | 405 |
|
|
2022
Q3 | $303K | Sell |
9,282
-989
| -10% | -$32.3K | 0.04% | 407 |
|
|
2022
Q2 | $366K | Buy |
10,271
+1,618
| +19% | +$57.7K | 0.05% | 378 |
|
|
2022
Q1 | $379K | Buy |
+8,653
| New | +$379K | 0.04% | 397 |
|