Sittner & Nelson’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,250
| Closed | -$70.9K | – | 490 |
|
2023
Q1 | $70.9K | Hold |
2,250
| – | – | 0.04% | 189 |
|
2022
Q4 | $57K | Hold |
2,250
| – | – | 0.03% | 207 |
|
2022
Q3 | $70K | Hold |
2,250
| – | – | 0.05% | 180 |
|
2022
Q2 | $78K | Hold |
2,250
| – | – | 0.05% | 176 |
|
2022
Q1 | $92K | Hold |
2,250
| – | – | 0.05% | 156 |
|
2021
Q4 | $81K | Buy |
+2,250
| New | +$81K | 0.05% | 164 |
|