Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1645 |
|
|
2020
Q3 | $1K | Sell |
15
-4
| -21% | -$267 | ﹤0.01% | 1418 |
|
|
2020
Q2 | $0 | Hold |
19
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 1613 |
|
|
2019
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1539 |
|