Optimum Investment Advisors’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$3.59K | – | 650 |
|
|
2023
Q3 | $3.59K | Hold |
150
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $4.73K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $5.24K | Sell |
150
-562
| -79% | -$19.6K | ﹤0.01% | 623 |
|
|
2022
Q4 | $19.6K | Hold |
712
| – | – | 0.01% | 489 |
|
|
2022
Q3 | $23K | Hold |
712
| – | – | 0.01% | 476 |
|
|
2022
Q2 | $25K | Hold |
712
| – | – | 0.01% | 479 |
|
|
2022
Q1 | $31K | Hold |
712
| – | – | 0.01% | 510 |
|
|
2021
Q4 | $26K | Hold |
712
| – | – | 0.01% | 559 |
|
|
2021
Q3 | $28K | Hold |
712
| – | – | 0.01% | 547 |
|
|
2021
Q2 | $30K | Hold |
712
| – | – | 0.01% | 597 |
|
|
2021
Q1 | $33K | Hold |
712
| – | – | 0.01% | 581 |
|
|
2020
Q4 | $41K | Sell |
712
-1
| -0.1% | -$58 | 0.01% | 509 |
|
|
2020
Q3 | $28K | Buy |
+713
| New | +$28K | 0.01% | 538 |
|