Sanford Advisory Services’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,566
| Closed | -$229K | – | 115 |
|
|
2022
Q1 | $229K | Hold |
5,566
| – | – | 0.06% | 97 |
|
|
2021
Q4 | $200K | Hold |
5,566
| – | – | 0.05% | 106 |
|
|
2021
Q3 | $205K | Hold |
5,566
| – | – | 0.05% | 107 |
|
|
2021
Q2 | $215K | Hold |
5,566
| – | – | 0.06% | 99 |
|
|
2021
Q1 | $238K | Hold |
5,566
| – | – | 0.07% | 92 |
|
|
2020
Q4 | $240K | Buy |
+5,566
| New | +$240K | 0.08% | 86 |
|