Laidlaw Wealth 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
-11,975
Closed -$442K 392
2021
Q3
$442K Sell
11,975
-2,000
-14% -$73.8K 0.11% 164
2021
Q2
$539K Sell
13,975
-325
-2% -$12.5K 0.14% 140
2021
Q1
$609K Buy
14,300
+3,834
+37% +$163K 0.21% 108
2020
Q4
$452K Buy
+10,466
New +$452K 0.1% 206