Carolinas Wealth Consulting’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 | – | Hold |
0
| – | -$152 | – | 1070 |
|
|
2022
Q4 | – | Sell |
-472
| Closed | -$15K | – | 1057 |
|
|
2022
Q3 | $15K | Buy |
472
+4
| +0.9% | +$127 | ﹤0.01% | 488 |
|
|
2022
Q2 | $16K | Buy |
468
+3
| +0.6% | +$103 | ﹤0.01% | 488 |
|
|
2022
Q1 | $19K | Buy |
465
+3
| +0.6% | +$123 | ﹤0.01% | 488 |
|
|
2021
Q4 | $17K | Buy |
462
+3
| +0.7% | +$110 | ﹤0.01% | 520 |
|
|
2021
Q3 | $17K | Buy |
459
+4
| +0.9% | +$148 | ﹤0.01% | 496 |
|
|
2021
Q2 | $18K | Buy |
455
+2
| +0.4% | +$79 | ﹤0.01% | 516 |
|
|
2021
Q1 | $20K | Sell |
453
-297
| -40% | -$13.1K | ﹤0.01% | 512 |
|
|
2020
Q4 | $33K | Buy |
+750
| New | +$33K | 0.01% | 400 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 934 |
|