Bourgeon Capital Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28
| Closed | -$736 | – | 137 |
|
|
2023
Q4 | $736 | Hold |
28
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $609 | Hold |
28
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $826 | Hold |
28
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $883 | Hold |
28
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $710 | Hold |
28
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 277 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 272 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 266 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 268 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $1K | Sell |
28
-1
| -3% | -$36 | ﹤0.01% | 257 |
|
|
2020
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 271 |
|