BWP
TERP
Baldwin Wealth Partners’s TerraForm Power, Inc TERP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-585
| Closed | -$11K | – | 560 |
|
2020
Q2 | $11K | Hold |
585
| – | – | ﹤0.01% | 427 |
|
2020
Q1 | $9K | Hold |
585
| – | – | ﹤0.01% | 435 |
|
2019
Q4 | $9K | Buy |
+585
| New | +$9K | ﹤0.01% | 464 |
|
2017
Q4 | – | Sell |
-1,335
| Closed | -$18K | – | 520 |
|
2017
Q3 | $18K | Hold |
1,335
| – | – | ﹤0.01% | 381 |
|
2017
Q2 | $16K | Sell |
1,335
-3,000
| -69% | -$36K | ﹤0.01% | 398 |
|
2017
Q1 | $54K | Hold |
4,335
| – | – | 0.01% | 288 |
|
2016
Q4 | $56K | Hold |
4,335
| – | – | 0.01% | 286 |
|
2016
Q3 | $60K | Buy |
+4,335
| New | +$60K | 0.01% | 286 |
|