Great Valley Advisor Group’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,579
| Closed | -$1.16M | – | 589 |
|
|
2021
Q4 | $1.16M | Sell |
31,579
-617
| -2% | -$22.7K | 0.07% | 248 |
|
|
2021
Q3 | $1.25M | Buy |
32,196
+123
| +0.4% | +$4.78K | 0.09% | 221 |
|
|
2021
Q2 | $1.35M | Buy |
32,073
+843
| +3% | +$35.4K | 0.1% | 207 |
|
|
2021
Q1 | $1.46M | Buy |
31,230
+21,241
| +213% | +$994K | 0.14% | 160 |
|
|
2020
Q4 | $582K | Sell |
9,989
-24,259
| -71% | -$1.41M | 0.06% | 256 |
|
|
2020
Q3 | $1.34M | Buy |
+34,248
| New | +$1.34M | 0.16% | 137 |
|