Benjamin F. Edwards & Company’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-336
| Closed | -$9K | – | 1779 |
|
|
2022
Q4 | $9K | Hold |
336
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q3 | $11K | Hold |
336
| – | – | ﹤0.01% | 1368 |
|
|
2022
Q2 | $12K | Hold |
336
| – | – | ﹤0.01% | 1334 |
|
|
2022
Q1 | $14K | Hold |
336
| – | – | ﹤0.01% | 1292 |
|
|
2021
Q4 | $12K | Buy |
+336
| New | +$12K | ﹤0.01% | 1334 |
|
|
2014
Q3 | – | Sell |
-657
| Closed | -$10K | – | 975 |
|
|
2014
Q2 | $10K | Hold |
657
| – | – | ﹤0.01% | 726 |
|
|
2014
Q1 | $10K | Sell |
657
-563
| -46% | -$8.57K | ﹤0.01% | 678 |
|
|
2013
Q4 | $17K | Hold |
1,220
| – | – | 0.01% | 564 |
|
|
2013
Q3 | $17K | Hold |
1,220
| – | – | 0.01% | 525 |
|
|
2013
Q2 | $18K | Buy |
+1,220
| New | +$18K | 0.01% | 475 |
|