KMS Financial Services’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$1.5M Buy
92,511
+4,231
+5% +$68.7K 0.21% 117
2014
Q2
$1.39M Buy
88,280
+310
+0.4% +$4.9K 0.2% 118
2014
Q1
$1.37M Buy
87,970
+1,679
+2% +$26.1K 0.22% 115
2013
Q4
$1.2M Buy
86,291
+375
+0.4% +$5.23K 0.2% 117
2013
Q3
$1.22M Buy
85,916
+685
+0.8% +$9.74K 0.3% 78
2013
Q2
$1.27M Buy
+85,231
New +$1.27M 0.35% 66