WealthSource Partners’s Brookfield Renewable BEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,599
| Closed | -$394K | – | 519 |
|
|
2022
Q1 | $394K | Hold |
9,599
| – | – | 0.03% | 394 |
|
|
2021
Q4 | $344K | Hold |
9,599
| – | – | 0.03% | 392 |
|
|
2021
Q3 | $354K | Buy |
9,599
+2,782
| +41% | +$103K | 0.03% | 350 |
|
|
2021
Q2 | $263K | Buy |
+6,817
| New | +$263K | 0.02% | 388 |
|