BIM
Baldwin Investment Management’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,802
| Closed | -$214K | – | 194 |
|
|
2023
Q2 | $214K | Hold |
6,802
| – | – | 0.04% | 191 |
|
|
2023
Q1 | $238K | Buy |
+6,802
| New | +$238K | 0.04% | 185 |
|
|
2022
Q4 | – | Sell |
-6,802
| Closed | -$222 | – | 196 |
|
|
2022
Q3 | $222 | Sell |
6,802
-141
| -2% | -$5 | 0.05% | 192 |
|
|
2022
Q2 | $247 | Hold |
6,943
| – | – | 0.05% | 201 |
|
|
2022
Q1 | $304 | Hold |
6,943
| – | – | 0.05% | 203 |
|
|
2021
Q4 | $256 | Hold |
6,943
| – | – | 0.04% | 223 |
|
|
2021
Q3 | $269K | Hold |
6,943
| – | – | 0.05% | 208 |
|
|
2021
Q2 | $291K | Hold |
6,943
| – | – | 0.05% | 207 |
|
|
2021
Q1 | $325K | Hold |
6,943
| – | – | 0.06% | 197 |
|
|
2020
Q4 | $405K | Buy |
6,943
+2,285
| +49% | +$133K | 0.08% | 161 |
|
|
2020
Q3 | $273K | Buy |
+4,658
| New | +$273K | 0.06% | 170 |
|