Delos Wealth Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-45
| Closed | -$1.27K | – | 202 |
|
|
2024
Q3 | $1.27K | Hold |
45
| – | – | ﹤0.01% | 156 |
|
|
2024
Q2 | $1.12K | Hold |
45
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $1.05K | Hold |
45
| – | – | ﹤0.01% | 254 |
|
|
2023
Q4 | $1.18K | Hold |
45
| – | – | ﹤0.01% | 174 |
|
|
2023
Q3 | $1.14K | Buy |
45
+8
| +22% | +$203 | ﹤0.01% | 208 |
|
|
2023
Q2 | $1.09K | Hold |
37
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $1.17K | Hold |
37
| – | – | ﹤0.01% | 216 |
|
|
2022
Q4 | $938 | Hold |
37
| – | – | ﹤0.01% | 242 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 211 |
|
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 202 |
|
|
2022
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 210 |
|
|
2021
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 163 |
|
|
2021
Q2 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 154 |
|