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 |
|