IFP Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,809
| Closed | -$56K | – | 3450 |
|
|
2022
Q4 | $56K | Buy |
1,809
+8
| +0.4% | +$248 | ﹤0.01% | 2153 |
|
|
2022
Q3 | $56K | Buy |
1,801
+7
| +0.4% | +$218 | ﹤0.01% | 2275 |
|
|
2022
Q2 | $56K | Hold |
1,794
| – | – | ﹤0.01% | 2076 |
|
|
2022
Q1 | $56K | Buy |
+1,794
| New | +$56K | ﹤0.01% | 2076 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3431 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3149 |
|
|
2021
Q1 | – | Sell |
-768
| Closed | -$33K | – | 3081 |
|
|
2020
Q4 | $33K | Hold |
768
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q3 | $27K | Buy |
768
+391
| +104% | +$13.7K | ﹤0.01% | 1514 |
|
|
2020
Q2 | $10K | Hold |
377
| – | – | ﹤0.01% | 1801 |
|
|
2020
Q1 | $9K | Buy |
+377
| New | +$9K | ﹤0.01% | 1794 |
|
|
2019
Q4 | – | Sell |
-1,773
| Closed | -$38K | – | 2883 |
|
|
2019
Q3 | $38K | Buy |
+1,773
| New | +$38K | ﹤0.01% | 1485 |
|
|
2019
Q1 | $32K | Buy |
+1,877
| New | +$32K | ﹤0.01% | 1147 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3479 |
|
|
2018
Q3 | – | Sell |
-418
| Closed | -$7K | – | 3779 |
|
|
2018
Q2 | $7K | Sell |
418
-670
| -62% | -$11.2K | ﹤0.01% | 3032 |
|
|
2018
Q1 | $20K | Hold |
1,088
| – | – | ﹤0.01% | 2380 |
|
|
2017
Q4 | $20K | Buy |
1,088
+459
| +73% | +$8.44K | ﹤0.01% | 2378 |
|
|
2017
Q3 | $11K | Sell |
629
-101
| -14% | -$1.77K | ﹤0.01% | 2913 |
|
|
2017
Q2 | $12K | Buy |
730
+113
| +18% | +$1.86K | ﹤0.01% | 2862 |
|
|
2017
Q1 | $10K | Buy |
617
+22
| +4% | +$357 | ﹤0.01% | 2865 |
|
|
2016
Q4 | $9K | Buy |
595
+6
| +1% | +$91 | ﹤0.01% | 2930 |
|
|
2016
Q3 | $10K | Buy |
589
+7
| +1% | +$119 | ﹤0.01% | 2803 |
|
|
2016
Q2 | $9K | Sell |
582
-1,295
| -69% | -$20K | ﹤0.01% | 2773 |
|
|
2016
Q1 | $32K | Buy |
1,877
+1,314
| +233% | +$22.4K | ﹤0.01% | 1147 |
|
|
2015
Q4 | $8K | Buy |
+563
| New | +$8K | ﹤0.01% | 2664 |
|