Glassman Wealth Services’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48
| Closed | -$1.26K | – | 394 |
|
|
2023
Q4 | $1.26K | Hold |
48
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q3 | $1.04K | Buy |
48
+40
| +500% | +$870 | ﹤0.01% | 1532 |
|
|
2023
Q2 | $236 | Hold |
8
| – | – | ﹤0.01% | 1779 |
|
|
2023
Q1 | $252 | Sell |
8
-40
| -83% | -$1.26K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $1.22K | Hold |
48
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 1203 |
|
|
2022
Q1 | $2K | Buy |
48
+40
| +500% | +$1.67K | ﹤0.01% | 1194 |
|
|
2021
Q4 | $0 | Sell |
8
-40
| -83% | – | ﹤0.01% | 1637 |
|
|
2021
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q2 | $2K | Buy |
48
+2
| +4% | +$83 | ﹤0.01% | 1110 |
|
|
2021
Q1 | $2K | Buy |
46
+40
| +667% | +$1.74K | ﹤0.01% | 1063 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1354 |
|