Focused Wealth Management’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-236
| Closed | -$6.8K | – | 251 |
|
|
2023
Q4 | $6.8K | Hold |
236
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $5.66K | Buy |
236
+2
| +0.9% | +$48 | ﹤0.01% | 607 |
|
|
2023
Q2 | $7.38K | Buy |
234
+2
| +0.9% | +$63 | ﹤0.01% | 574 |
|
|
2023
Q1 | $8.12K | Buy |
232
+2
| +0.9% | +$70 | ﹤0.01% | 557 |
|
|
2022
Q4 | $6.33K | Hold |
230
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $8K | Buy |
230
+4
| +2% | +$139 | ﹤0.01% | 507 |
|
|
2022
Q2 | $8K | Buy |
226
+1
| +0.4% | +$35 | ﹤0.01% | 505 |
|
|
2022
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $9K | Hold |
225
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 584 |
|
|
2021
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $13K | Hold |
225
| – | – | ﹤0.01% | 494 |
|
|
2020
Q3 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 490 |
|