Buckingham Strategic Wealth’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $263K | Sell |
10,611
-2,000
| -16% | -$49.5K | ﹤0.01% | 635 |
|
|
2024
Q1 | $293K | Buy |
12,611
+199
| +2% | +$4.62K | ﹤0.01% | 597 |
|
|
2023
Q4 | $326K | Buy |
12,412
+450
| +4% | +$11.8K | ﹤0.01% | 551 |
|
|
2023
Q3 | $260K | Sell |
11,962
-972
| -8% | -$21.1K | ﹤0.01% | 561 |
|
|
2023
Q2 | $381K | Buy |
12,934
+972
| +8% | +$28.7K | 0.01% | 486 |
|
|
2023
Q1 | $303K | Hold |
11,962
| – | – | 0.01% | 481 |
|
|
2022
Q4 | $303K | Buy |
+11,962
| New | +$303K | 0.01% | 483 |
|