Baldwin Wealth Partners’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-465
| Closed | -$15K | – | 784 |
|
|
2022
Q3 | $15K | Hold |
465
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $17K | Hold |
465
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $20K | Sell |
465
-20
| -4% | -$860 | ﹤0.01% | 477 |
|
|
2021
Q4 | $18K | Hold |
485
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $19K | Buy |
485
+68
| +16% | +$2.66K | ﹤0.01% | 459 |
|
|
2021
Q2 | $18K | Hold |
417
| – | – | ﹤0.01% | 476 |
|
|
2021
Q1 | $20K | Hold |
417
| – | – | ﹤0.01% | 456 |
|
|
2020
Q4 | $24K | Hold |
417
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $16K | Buy |
+417
| New | +$16K | ﹤0.01% | 400 |
|