Wealthcare Advisory Partners’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-331
| Closed | -$14K | – | 677 |
|
|
2021
Q1 | $14K | Buy |
+331
| New | +$14K | ﹤0.01% | 1332 |
|
|
2020
Q2 | – | Sell |
-188
| Closed | -$4K | – | 410 |
|
|
2020
Q1 | $4K | Hold |
188
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q4 | $5K | Hold |
188
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q3 | $4K | Hold |
188
| – | – | ﹤0.01% | 1096 |
|
|
2019
Q2 | $3K | Hold |
188
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q1 | $3K | Hold |
188
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q4 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 1010 |
|
|
2018
Q2 | – | Sell |
-882
| Closed | -$15K | – | 1230 |
|
|
2018
Q1 | $15K | Buy |
+882
| New | +$15K | ﹤0.01% | 643 |
|