VFA
Values First Advisors’s Brookfield Renewable BEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$42 | – | 187 |
|
|
2023
Q1 | $42 | Buy |
+1
| New | +$42 | ﹤0.01% | 353 |
|
|
2020
Q4 | – | Sell |
-6,964
| Closed | -$366K | – | 144 |
|
|
2020
Q3 | $366K | Sell |
6,964
-1,534
| -18% | -$80.6K | 0.34% | 97 |
|
|
2020
Q2 | $407K | Sell |
8,498
-1,503
| -15% | -$72K | 0.4% | 86 |
|
|
2020
Q1 | $425K | Buy |
+10,001
| New | +$425K | 0.51% | 64 |
|