EFS
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Essex Financial Services’s Brookfield Renewable BEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,466
Closed -$339K 505
2021
Q4
$339K Buy
9,466
+1,785
+23% +$63.9K 0.03% 347
2021
Q3
$284K Sell
7,681
-841
-10% -$31.1K 0.03% 359
2021
Q2
$329K Buy
+8,522
New +$329K 0.05% 309