Lenox Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$64K Hold
2021
Q4
$57K Hold
2021
Q3
$59K Hold
2021
Q2
$62K Hold
2021
Q1
$68K Hold
2020
Q4
$69K Sell
2020
Q3
$56K Sell
2020
Q2
$51K Hold
2020
Q1
$45K Hold
2019
Q4
$50K Hold
2019
Q3
$43K Buy