Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,262
| Closed | -$283K | – | 87 |
|
|
2022
Q4 | $283K | Buy |
10,262
+3
| +0% | +$83 | 0.14% | 37 |
|
|
2022
Q3 | $334K | Buy |
10,259
+1,219
| +13% | +$39.7K | 0.34% | 34 |
|
|
2022
Q2 | $324K | Sell |
9,040
-483
| -5% | -$17.3K | 0.3% | 40 |
|
|
2022
Q1 | $431K | Sell |
9,523
-705
| -7% | -$31.9K | 0.35% | 35 |
|
|
2021
Q4 | $378K | Buy |
10,228
+1,526
| +18% | +$56.4K | 0.28% | 42 |
|
|
2021
Q3 | $338K | Buy |
8,702
+1,412
| +19% | +$54.8K | 0.27% | 37 |
|
|
2021
Q2 | $306K | Buy |
7,290
+801
| +12% | +$33.6K | 0.25% | 41 |
|
|
2021
Q1 | $304K | Buy |
+6,489
| New | +$304K | 0.2% | 42 |
|