Herold Advisors’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 |
-47,088
| Closed | -$1.24M | – | 269 |
|
|
2023
Q4 | $1.24M | Sell |
47,088
-2,136
| -4% | -$56.1K | 0.34% | 87 |
|
|
2023
Q3 | $1.07M | Buy |
49,224
+15
| +0% | +$326 | 0.33% | 89 |
|
|
2023
Q2 | $1.45M | Sell |
49,209
-374
| -0.8% | -$11K | 0.44% | 67 |
|
|
2023
Q1 | $1.56M | Buy |
49,583
+15
| +0% | +$473 | 0.54% | 57 |
|
|
2022
Q4 | $1.26M | Buy |
49,568
+12
| +0% | +$304 | 0.53% | 61 |
|
|
2022
Q3 | $1.55M | Buy |
49,556
+10
| +0% | +$313 | 0.75% | 42 |
|
|
2022
Q2 | $1.72M | Buy |
49,546
+9
| +0% | +$313 | 0.77% | 37 |
|
|
2022
Q1 | $2.03M | Buy |
49,537
+11
| +0% | +$452 | 0.72% | 39 |
|
|
2021
Q4 | $1.77M | Sell |
49,526
-100
| -0.2% | -$3.58K | 0.69% | 48 |
|
|
2021
Q3 | $1.83M | Buy |
+49,626
| New | +$1.83M | 0.71% | 34 |
|