OWM
OneAscent Wealth Management’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,230
| Closed | -$229K | – | 188 |
|
|
2022
Q1 | $229K | Sell |
5,230
-4,739
| -48% | -$208K | 0.11% | 178 |
|
|
2021
Q4 | $367K | Buy |
9,969
+661
| +7% | +$24.3K | 0.92% | 45 |
|
|
2021
Q3 | $361K | Buy |
+9,308
| New | +$361K | 0.41% | 56 |
|
|
2021
Q1 | $687K | Buy |
14,678
+2,101
| +17% | +$98.3K | 0.29% | 75 |
|
|
2020
Q4 | $733K | Buy |
+12,577
| New | +$733K | 0.33% | 69 |
|