Patriot Financial Group Insurance Agency’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$21K | – | 552 |
|
|
2022
Q2 | $21K | Hold |
600
| – | – | ﹤0.01% | 984 |
|
|
2022
Q1 | $25K | Hold |
600
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q3 | $22K | Hold |
600
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q2 | $23K | Hold |
600
| – | – | ﹤0.01% | 1113 |
|
|
2021
Q1 | $26K | Hold |
600
| – | – | 0.01% | 991 |
|
|
2020
Q4 | $26K | Hold |
600
| – | – | 0.01% | 891 |
|
|
2020
Q3 | $21K | Sell |
600
-151
| -20% | -$5.29K | 0.01% | 778 |
|
|
2020
Q2 | $19K | Buy |
+751
| New | +$19K | 0.01% | 755 |
|