Destination 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
Q3 | – | Sell |
-2,603
| Closed | -$48K | – | 175 |
|
|
2019
Q2 | $48K | Hold |
2,603
| – | – | ﹤0.01% | 279 |
|
|
2019
Q1 | $44K | Hold |
2,603
| – | – | ﹤0.01% | 279 |
|
|
2018
Q4 | $36K | Hold |
2,603
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $42K | Hold |
2,603
| – | – | ﹤0.01% | 313 |
|
|
2018
Q2 | $42K | Sell |
2,603
-418
| -14% | -$6.75K | ﹤0.01% | 281 |
|
|
2018
Q1 | $94K | Buy |
+3,021
| New | +$94K | 0.01% | 190 |
|