Plante Moran Financial 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
Q3 | – | Hold |
0
| – | – | – | 776 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 798 |
|
|
2021
Q3 | – | Sell |
-34
| Closed | -$1K | – | 924 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 901 |
|
|
2021
Q1 | $2K | Sell |
34
-7
| -17% | -$412 | ﹤0.01% | 896 |
|
|
2020
Q4 | $2K | Sell |
41
-1
| -2% | -$49 | ﹤0.01% | 766 |
|
|
2020
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 765 |
|