Teamwork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,513
| Closed | -$281K | – | 201 |
|
|
2023
Q2 | $281K | Sell |
9,513
-3,806
| -29% | -$112K | 0.05% | 159 |
|
|
2023
Q1 | $420K | Sell |
13,319
-648
| -5% | -$20.4K | 0.08% | 133 |
|
|
2022
Q4 | $354K | Buy |
13,967
+563
| +4% | +$14.3K | 0.07% | 148 |
|
|
2022
Q3 | $420K | Buy |
13,404
+704
| +6% | +$22.1K | 0.09% | 133 |
|
|
2022
Q2 | $442K | Buy |
12,700
+4,531
| +55% | +$158K | 0.1% | 148 |
|
|
2022
Q1 | $336K | Sell |
8,169
-8,707
| -52% | -$358K | 0.06% | 197 |
|
|
2021
Q4 | $604K | Buy |
16,876
+560
| +3% | +$20K | 0.11% | 174 |
|
|
2021
Q3 | $602K | Buy |
16,316
+897
| +6% | +$33.1K | 0.12% | 137 |
|
|
2021
Q2 | $595K | Buy |
15,419
+315
| +2% | +$12.2K | 0.12% | 134 |
|
|
2021
Q1 | $643K | Sell |
15,104
-505
| -3% | -$21.5K | 0.15% | 124 |
|
|
2020
Q4 | $674K | Buy |
15,609
+114
| +0.7% | +$4.92K | 0.16% | 107 |
|
|
2020
Q3 | $543K | Sell |
15,495
-8,462
| -35% | -$297K | 0.17% | 110 |
|
|
2020
Q2 | $612K | Sell |
23,957
-8,720
| -27% | -$223K | 0.22% | 95 |
|
|
2020
Q1 | $740K | Sell |
32,677
-5,936
| -15% | -$134K | 0.46% | 45 |
|
|
2019
Q4 | $960K | Buy |
+38,613
| New | +$960K | 0.57% | 37 |
|