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
2022
Q4
$282K Sell
2022
Q3
$471K Hold
2022
Q2
$524K Sell
2022
Q1
$620K Sell
2021
Q4
$576K Sell
2021
Q3
$765K Sell
2021
Q2
$1.41M Sell
2021
Q1
$1.66M Buy
2020
Q4
$1.53M Buy
2020
Q3
$661K Buy
2020
Q2
$324K Buy
2020
Q1
$273K Buy