IFS 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
Q2 | – | Hold |
0
| – | – | – | 155 |
|
2023
Q1 | – | Sell |
-375
| Closed | -$9.5K | – | 127 |
|
2022
Q4 | $9.5K | Hold |
375
| – | – | 0.02% | 56 |
|
2022
Q3 | $11K | Hold |
375
| – | – | 0.02% | 43 |
|
2022
Q2 | $13K | Hold |
375
| – | – | 0.03% | 41 |
|
2022
Q1 | $15K | Hold |
375
| – | – | 0.01% | 46 |
|
2021
Q4 | $13K | Buy |
+375
| New | +$13K | 0.01% | 64 |
|
2021
Q1 | – | Sell |
-375
| Closed | -$16K | – | 36 |
|
2020
Q4 | $16K | Buy |
+375
| New | +$16K | 0.01% | 77 |
|