Gradient Investments’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 |
-265
| Closed | -$6.96K | – | 1298 |
|
|
2023
Q4 | $6.96K | Hold |
265
| – | – | ﹤0.01% | 906 |
|
|
2023
Q3 | $5.76K | Sell |
265
-37
| -12% | -$804 | ﹤0.01% | 923 |
|
|
2023
Q2 | $8.91K | Hold |
302
| – | – | ﹤0.01% | 827 |
|
|
2023
Q1 | $9.52K | Hold |
302
| – | – | ﹤0.01% | 823 |
|
|
2022
Q4 | $7.65K | Hold |
302
| – | – | ﹤0.01% | 858 |
|
|
2022
Q3 | $9K | Buy |
302
+265
| +716% | +$7.9K | ﹤0.01% | 818 |
|
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $1K | Sell |
37
-2,100
| -98% | -$56.8K | ﹤0.01% | 1117 |
|
|
2021
Q3 | $79K | Hold |
2,137
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $82K | Hold |
2,137
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $91K | Buy |
2,137
+712
| +50% | +$30.3K | ﹤0.01% | 377 |
|
|
2020
Q4 | $75K | Sell |
1,425
-713
| -33% | -$37.5K | ﹤0.01% | 347 |
|
|
2020
Q3 | $75K | Sell |
2,138
-489
| -19% | -$17.2K | ﹤0.01% | 348 |
|
|
2020
Q2 | $67K | Hold |
2,627
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $59K | Hold |
2,627
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $65K | Hold |
2,627
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $57K | Buy |
+2,627
| New | +$57K | ﹤0.01% | 363 |
|