Plante Moran Financial Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-142
| Closed | -$5K | – | 925 |
|
|
2021
Q2 | $5K | Hold |
142
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $6K | Sell |
142
-30
| -17% | -$1.27K | ﹤0.01% | 736 |
|
|
2020
Q4 | $7K | Sell |
172
-1
| -0.6% | -$41 | ﹤0.01% | 662 |
|
|
2020
Q3 | $6K | Sell |
173
-43
| -20% | -$1.49K | ﹤0.01% | 661 |
|
|
2020
Q2 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 568 |
|