WFG Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Buy |
+422
| New | +$7K | ﹤0.01% | 1208 |
|
|
2017
Q1 | – | Sell |
-411
| Closed | -$7K | – | 1493 |
|
|
2016
Q4 | $7K | Buy |
411
+6
| +1% | +$102 | ﹤0.01% | 1186 |
|
|
2016
Q3 | $7K | Buy |
405
+3
| +0.7% | +$52 | ﹤0.01% | 1209 |
|
|
2016
Q2 | $6K | Buy |
402
+6
| +2% | +$90 | ﹤0.01% | 1198 |
|
|
2016
Q1 | $6K | Buy |
396
+6
| +2% | +$91 | ﹤0.01% | 1149 |
|
|
2015
Q4 | $5K | Buy |
390
+5
| +1% | +$64 | ﹤0.01% | 1211 |
|
|
2015
Q3 | $6K | Buy |
385
+6
| +2% | +$94 | ﹤0.01% | 1208 |
|
|
2015
Q2 | $6K | Buy |
379
+4
| +1% | +$63 | ﹤0.01% | 1291 |
|
|
2015
Q1 | $6K | Hold |
375
| – | – | ﹤0.01% | 1301 |
|
|
2014
Q4 | $6K | Hold |
375
| – | – | ﹤0.01% | 1579 |
|
|
2014
Q3 | $6K | Hold |
375
| – | – | ﹤0.01% | 1594 |
|
|
2014
Q2 | $6K | Hold |
375
| – | – | ﹤0.01% | 1587 |
|
|
2014
Q1 | $6K | Sell |
375
-188
| -33% | -$3.01K | ﹤0.01% | 1568 |
|
|
2013
Q4 | $8K | Hold |
563
| – | – | ﹤0.01% | 1634 |
|
|
2013
Q3 | $8K | Hold |
563
| – | – | ﹤0.01% | 1595 |
|
|
2013
Q2 | $8K | Buy |
+563
| New | +$8K | ﹤0.01% | 1522 |
|