Glassman Wealth Services’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 |
-849
| Closed | -$24.4K | – | 393 |
|
|
2023
Q4 | $24.4K | Buy |
849
+444
| +110% | +$12.8K | ﹤0.01% | 643 |
|
|
2023
Q3 | $9.7K | Buy |
405
+45
| +13% | +$1.08K | ﹤0.01% | 862 |
|
|
2023
Q2 | $11.3K | Sell |
360
-33
| -8% | -$1.04K | ﹤0.01% | 775 |
|
|
2023
Q1 | $13.7K | Buy |
393
+135
| +52% | +$4.72K | ﹤0.01% | 722 |
|
|
2022
Q4 | $7.11K | Buy |
258
+148
| +135% | +$4.08K | ﹤0.01% | 928 |
|
|
2022
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 1056 |
|
|
2022
Q1 | $5K | Buy |
110
+29
| +36% | +$1.32K | ﹤0.01% | 988 |
|
|
2021
Q4 | $3K | Sell |
81
-9
| -10% | -$333 | ﹤0.01% | 1077 |
|
|
2021
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $4K | Buy |
90
+9
| +11% | +$400 | ﹤0.01% | 907 |
|
|
2020
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 855 |
|
|
2020
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 882 |
|