J.P. Morgan Private Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $232K | Sell |
9,694
-181
| -2% | -$4.33K | ﹤0.01% | 1584 |
|
|
2023
Q2 | $312K | Sell |
9,875
-2,206
| -18% | -$69.7K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $422K | Buy |
12,081
+1,947
| +19% | +$68K | ﹤0.01% | 1538 |
|
|
2022
Q4 | $279K | Buy |
10,134
+311
| +3% | +$8.57K | ﹤0.01% | 1678 |
|
|
2022
Q3 | $321K | Buy |
9,823
+1,231
| +14% | +$40.2K | ﹤0.01% | 1628 |
|
|
2022
Q2 | $305K | Buy |
8,592
+2,634
| +44% | +$93.5K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $261K | Buy |
+5,958
| New | +$261K | ﹤0.01% | 1806 |
|
|
2021
Q4 | – | Sell |
-6,243
| Closed | -$242K | – | 1994 |
|
|
2021
Q3 | $242K | Buy |
6,243
+1,117
| +22% | +$43.3K | ﹤0.01% | 1780 |
|
|
2021
Q2 | $216K | Sell |
5,126
-15,189
| -75% | -$640K | ﹤0.01% | 1810 |
|
|
2021
Q1 | $951K | Sell |
20,315
-1,357
| -6% | -$63.5K | ﹤0.01% | 1061 |
|
|
2020
Q4 | $1.26M | Buy |
21,672
+2,812
| +15% | +$164K | ﹤0.01% | 917 |
|
|
2020
Q3 | $737K | Buy |
+18,860
| New | +$737K | ﹤0.01% | 1009 |
|