Catamount Wealth Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $35K | Hold |
2,064
| – | – | 0.02% | 98 |
|
|
2018
Q4 | $32K | Hold |
2,064
| – | – | 0.02% | 85 |
|
|
2018
Q3 | $33K | Hold |
2,064
| – | – | 0.02% | 99 |
|
|
2018
Q2 | $34K | Hold |
2,064
| – | – | 0.02% | 92 |
|
|
2018
Q1 | $34K | Hold |
2,064
| – | – | 0.02% | 91 |
|
|
2017
Q4 | $38K | Hold |
2,064
| – | – | 0.02% | 88 |
|
|
2017
Q3 | $37K | Hold |
2,064
| – | – | 0.02% | 90 |
|
|
2017
Q2 | $35K | Hold |
2,064
| – | – | 0.02% | 98 |
|
|
2017
Q1 | $33K | Buy |
2,064
+938
| +83% | +$15K | 0.02% | 95 |
|
|
2016
Q4 | $18K | Hold |
1,126
| – | – | 0.01% | 105 |
|
|
2016
Q3 | $18K | Hold |
1,126
| – | – | 0.02% | 100 |
|
|
2016
Q2 | $18K | Hold |
1,126
| – | – | 0.02% | 79 |
|
|
2016
Q1 | $18K | Hold |
1,126
| – | – | 0.02% | 82 |
|
|
2015
Q4 | $16K | Hold |
1,126
| – | – | 0.01% | 82 |
|
|
2015
Q3 | $16K | Hold |
1,126
| – | – | 0.02% | 85 |
|
|
2015
Q2 | $18K | Hold |
1,126
| – | – | 0.01% | 99 |
|
|
2015
Q1 | $19K | Buy |
+1,126
| New | +$19K | 0.02% | 87 |
|