Total Clarity Wealth Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$52K | – | 292 |
|
|
2022
Q2 | $52K | Buy |
+1,500
| New | +$52K | 0.03% | 404 |
|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$54K | – | 279 |
|
|
2021
Q4 | $54K | Hold |
1,500
| – | – | 0.02% | 387 |
|
|
2021
Q3 | $55K | Buy |
+1,500
| New | +$55K | 0.03% | 385 |
|
|
2021
Q2 | – | Sell |
-1,530
| Closed | -$65K | – | 243 |
|
|
2021
Q1 | $65K | Buy |
+1,530
| New | +$65K | 0.04% | 298 |
|
|
2020
Q1 | – | Sell |
-1,877
| Closed | -$47K | – | 135 |
|
|
2019
Q4 | $47K | Buy |
+1,877
| New | +$47K | 0.04% | 271 |
|