BWP
BSW Wealth Partners’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,768
| Closed | -$276K | – | 250 |
|
|
2023
Q2 | $276K | Sell |
8,768
-17
| -0.2% | -$536 | 0.06% | 198 |
|
|
2023
Q1 | $307K | Buy |
8,785
+1,355
| +18% | +$47.4K | 0.06% | 212 |
|
|
2022
Q4 | $205K | Sell |
7,430
-829
| -10% | -$22.9K | 0.04% | 278 |
|
|
2022
Q3 | $270K | Buy |
8,259
+81
| +1% | +$2.65K | 0.07% | 201 |
|
|
2022
Q2 | $291K | Buy |
8,178
+305
| +4% | +$10.9K | 0.07% | 198 |
|
|
2022
Q1 | $345K | Buy |
+7,873
| New | +$345K | 0.09% | 179 |
|
|
2021
Q4 | – | Sell |
-5,398
| Closed | -$209K | – | 263 |
|
|
2021
Q3 | $209K | Buy |
+5,398
| New | +$209K | 0.06% | 232 |
|