Institutional & Family Asset Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-750
| Closed | -$28K | – | 804 |
|
|
2021
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $29K | Hold |
750
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $32K | Hold |
750
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $32K | Hold |
750
| – | – | 0.01% | 380 |
|
|
2020
Q3 | $26K | Buy |
750
+65
| +9% | +$2.25K | 0.01% | 364 |
|
|
2020
Q2 | $17K | Buy |
685
+9
| +1% | +$223 | ﹤0.01% | 407 |
|
|
2020
Q1 | $15K | Buy |
676
+301
| +80% | +$6.68K | ﹤0.01% | 402 |
|
|
2019
Q4 | $9K | Sell |
375
-132
| -26% | -$3.17K | ﹤0.01% | 513 |
|
|
2019
Q3 | $11K | Buy |
+507
| New | +$11K | ﹤0.01% | 458 |
|