Baldrige Asset Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $576K | Sell |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $661K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $273K | Buy |
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