Baldwin Wealth Partners’s TerraForm Power, Inc TERP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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 | +$9.43K | ﹤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% | -$36.8K | ﹤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 | +$54.2K | 0.01% | 286 |
|