OFS
OneAscent Financial Services’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,322
| Closed | -$306K | – | 151 |
|
|
2021
Q4 | $306K | Buy |
8,322
+263
| +3% | +$9.67K | 0.58% | 75 |
|
|
2021
Q3 | $313K | Buy |
+8,059
| New | +$313K | 0.42% | 54 |
|
|
2021
Q1 | $334K | Buy |
7,129
+1,023
| +17% | +$47.9K | 0.33% | 70 |
|
|
2020
Q4 | $356K | Buy |
+6,106
| New | +$356K | 0.38% | 59 |
|