JFS Wealth 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
Q2 | – | Sell |
-1,500
| Closed | -$34.8K | – | 1988 |
|
|
2024
Q1 | $34.8K | Hold |
1,500
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $39.4K | Hold |
1,500
| – | – | ﹤0.01% | 448 |
|
|
2023
Q3 | $32.6K | Hold |
1,500
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $44.2K | Hold |
1,500
| – | – | ﹤0.01% | 385 |
|
|
2023
Q1 | $47.3K | Hold |
1,500
| – | – | ﹤0.01% | 380 |
|
|
2022
Q4 | $38K | Hold |
1,500
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $47K | Hold |
1,500
| – | – | 0.01% | 386 |
|
|
2022
Q2 | $52K | Hold |
1,500
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $62K | Hold |
1,500
| – | – | 0.01% | 374 |
|
|
2021
Q4 | $54K | Hold |
1,500
| – | – | 0.01% | 405 |
|
|
2021
Q3 | $55K | Hold |
1,500
| – | – | 0.01% | 405 |
|
|
2021
Q2 | $58K | Hold |
1,500
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $64K | Hold |
1,500
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $65K | Hold |
1,500
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $53K | Buy |
+1,500
| New | +$53K | 0.01% | 228 |
|