Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64
| Closed | -$1.59K | – | 1798 |
|
|
2024
Q2 | $1.59K | Hold |
64
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q1 | $1.49K | Hold |
64
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q4 | $1.68K | Hold |
64
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q3 | $1.39K | Buy |
64
+32
| +100% | +$696 | ﹤0.01% | 1239 |
|
|
2023
Q2 | $944 | Hold |
32
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q1 | $1.01K | Buy |
+32
| New | +$1.01K | ﹤0.01% | 1105 |
|