Simon Quick 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 | – | Sell |
-63
| Closed | -$2K | – | 372 |
|
|
2021
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $2K | Buy |
63
+1
| +2% | +$32 | ﹤0.01% | 418 |
|
|
2021
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 428 |
|
|
2020
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 408 |
|
|
2020
Q3 | $2K | Sell |
62
-13
| -17% | -$419 | ﹤0.01% | 400 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 402 |
|
|
2020
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 405 |
|