BHWM
Bar Harbor Wealth Management’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,251
| Closed | -$628K | – | 258 |
|
|
2023
Q3 | $628K | Sell |
26,251
-5,105
| -16% | -$122K | 0.05% | 170 |
|
|
2023
Q2 | $988K | Sell |
31,356
-2,814
| -8% | -$88.7K | 0.08% | 147 |
|
|
2023
Q1 | $1.19M | Sell |
34,170
-6,027
| -15% | -$211K | 0.1% | 140 |
|
|
2022
Q4 | $1.11M | Sell |
40,197
-14,683
| -27% | -$404K | 0.09% | 144 |
|
|
2022
Q3 | $1.79M | Buy |
54,880
+694
| +1% | +$22.7K | 0.15% | 120 |
|
|
2022
Q2 | $1.93M | Buy |
+54,186
| New | +$1.93M | 0.15% | 118 |
|