Disciplined Investments’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9
| Closed | -$284 | – | 258 |
|
2023
Q2 | $284 | Buy |
9
+3
| +50% | +$95 | ﹤0.01% | 1410 |
|
2023
Q1 | $210 | Buy |
6
+4
| +200% | +$140 | ﹤0.01% | 1471 |
|
2022
Q4 | $55 | Sell |
2
-366
| -99% | -$10.1K | ﹤0.01% | 1582 |
|
2022
Q3 | $12K | Hold |
368
| – | – | 0.01% | 351 |
|
2022
Q2 | $13K | Hold |
368
| – | – | 0.01% | 359 |
|
2022
Q1 | $16K | Hold |
368
| – | – | 0.01% | 349 |
|
2021
Q4 | $14K | Buy |
+368
| New | +$14K | 0.01% | 332 |
|