Triad Investment Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-52,032
| Closed | -$1.29M | – | 50 |
|
|
2019
Q4 | $1.29M | Buy |
52,032
+3,444
| +7% | +$85.6K | 1.25% | 33 |
|
|
2019
Q3 | $1.05M | Sell |
48,588
-26,459
| -35% | -$573K | 1.14% | 33 |
|
|
2019
Q2 | $1.38M | Sell |
75,047
-27,427
| -27% | -$505K | 1.43% | 30 |
|
|
2019
Q1 | $1.75M | Buy |
102,474
+69,001
| +206% | +$1.17M | 1.78% | 28 |
|
|
2018
Q4 | $462K | Buy |
+33,473
| New | +$462K | 0.61% | 41 |
|