Mercer Global Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,671
| Closed | -$202K | – | 2017 |
|
|
2023
Q4 | $202K | Buy |
+7,671
| New | +$202K | ﹤0.01% | 1843 |
|
|
2023
Q3 | – | Sell |
-14,126
| Closed | -$417K | – | 1960 |
|
|
2023
Q2 | $417K | Buy |
14,126
+529
| +4% | +$15.6K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $428K | Buy |
13,597
+4,378
| +47% | +$138K | ﹤0.01% | 1287 |
|
|
2022
Q4 | $234K | Buy |
9,219
+2,261
| +32% | +$57.4K | ﹤0.01% | 1630 |
|
|
2022
Q3 | $218K | Buy |
6,958
+536
| +8% | +$16.8K | ﹤0.01% | 1584 |
|
|
2022
Q2 | $223K | Sell |
6,422
-338
| -5% | -$11.7K | ﹤0.01% | 1582 |
|
|
2022
Q1 | $278K | Buy |
6,760
+1,154
| +21% | +$47.5K | ﹤0.01% | 1545 |
|
|
2021
Q4 | $201K | Buy |
+5,606
| New | +$201K | ﹤0.01% | 1651 |
|
|
2021
Q2 | – | Sell |
-8,911
| Closed | -$380K | – | 1675 |
|
|
2021
Q1 | $380K | Buy |
+8,911
| New | +$380K | ﹤0.01% | 1207 |
|