Reilly 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
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 964 |
|
|
2021
Q3 | $2K | Hold |
61
| – | – | ﹤0.01% | 841 |
|
|
2021
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 887 |
|
|
2021
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $3K | Sell |
61
-1
| -2% | -$49 | ﹤0.01% | 749 |
|
|
2020
Q3 | $2K | Sell |
62
-15
| -19% | -$484 | ﹤0.01% | 740 |
|
|
2020
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 768 |
|
|
2019
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 802 |
|
|
2019
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 817 |
|