Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $64K | Hold |
1,597
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $57K | Hold |
1,597
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $59K | Hold |
1,597
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $62K | Hold |
1,597
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $68K | Hold |
1,597
| – | – | 0.01% | 153 |
|
|
2020
Q4 | $69K | Sell |
1,597
-1
| -0.1% | -$43 | 0.01% | 153 |
|
|
2020
Q3 | $56K | Sell |
1,598
-400
| -20% | -$14K | 0.01% | 155 |
|
|
2020
Q2 | $51K | Hold |
1,998
| – | – | 0.01% | 159 |
|
|
2020
Q1 | $45K | Hold |
1,998
| – | – | 0.01% | 148 |
|
|
2019
Q4 | $50K | Hold |
1,998
| – | – | 0.01% | 176 |
|
|
2019
Q3 | $43K | Buy |
+1,998
| New | +$43K | 0.01% | 170 |
|