Davis Rea’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,121
| Closed | -$668K | – | 45 |
|
|
2021
Q4 | $668K | Sell |
18,121
-1,479
| -8% | -$54.5K | 0.31% | 39 |
|
|
2021
Q3 | $760K | Hold |
19,600
| – | – | 0.37% | 40 |
|
|
2021
Q2 | $824K | Hold |
19,600
| – | – | 0.41% | 38 |
|
|
2021
Q1 | $918K | Buy |
19,600
+63
| +0.3% | +$2.95K | 0.49% | 38 |
|
|
2020
Q4 | $1.14M | Buy |
19,537
+211
| +1% | +$12.3K | 0.64% | 38 |
|
|
2020
Q3 | $755K | Buy |
+19,326
| New | +$755K | 0.51% | 38 |
|