OWP
Obermeyer Wealth Partners’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,729
| Closed | -$1.62M | – | 259 |
|
|
2024
Q3 | $1.62M | Sell |
49,729
-403
| -0.8% | -$13.2K | 0.09% | 81 |
|
|
2024
Q2 | $1.42M | Sell |
50,132
-3,388
| -6% | -$96.2K | 0.08% | 84 |
|
|
2024
Q1 | $1.31M | Sell |
53,520
-3,335
| -6% | -$81.9K | 0.08% | 83 |
|
|
2023
Q4 | $1.64M | Sell |
56,855
-5,269
| -8% | -$152K | 0.11% | 55 |
|
|
2023
Q3 | $1.49M | Sell |
62,124
-6,232
| -9% | -$149K | 0.11% | 56 |
|
|
2023
Q2 | $2.15M | Sell |
68,356
-1,850
| -3% | -$58.3K | 0.15% | 45 |
|
|
2023
Q1 | $2.45M | Sell |
70,206
-4,069
| -5% | -$142K | 0.18% | 45 |
|
|
2022
Q4 | $2.05M | Sell |
74,275
-2,721
| -4% | -$74.9K | 0.15% | 51 |
|
|
2022
Q3 | $2.52M | Buy |
76,996
+1,303
| +2% | +$42.6K | 0.2% | 40 |
|
|
2022
Q2 | $2.7M | Buy |
75,693
+60,265
| +391% | +$2.15M | 0.2% | 39 |
|
|
2022
Q1 | $676K | Hold |
15,428
| – | – | 0.04% | 105 |
|
|
2021
Q4 | $568K | Buy |
15,428
+4,307
| +39% | +$159K | 0.03% | 113 |
|
|
2021
Q3 | $432K | Hold |
11,121
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $466K | Buy |
11,121
+4,137
| +59% | +$173K | 0.03% | 131 |
|
|
2021
Q1 | $327K | Buy |
+6,984
| New | +$327K | 0.02% | 155 |
|