WhitTier Trust Company’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$28.8K | – | 1222 |
|
|
2023
Q4 | $28.8K | Hold |
1,000
| – | – | ﹤0.01% | 764 |
|
|
2023
Q3 | $23.9K | Hold |
1,000
| – | – | ﹤0.01% | 789 |
|
|
2023
Q2 | $31.5K | Hold |
1,000
| – | – | ﹤0.01% | 767 |
|
|
2023
Q1 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $27.5K | Hold |
1,000
| – | – | ﹤0.01% | 785 |
|
|
2022
Q3 | $33K | Buy |
+1,000
| New | +$33K | ﹤0.01% | 728 |
|
|
2022
Q2 | – | Sell |
-750
| Closed | -$33K | – | 1122 |
|
|
2022
Q1 | $33K | Hold |
750
| – | – | ﹤0.01% | 732 |
|
|
2021
Q4 | $28K | Hold |
750
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $29K | Sell |
750
-500
| -40% | -$19.3K | ﹤0.01% | 766 |
|
|
2021
Q2 | $52K | Hold |
1,250
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $58K | Buy |
1,250
+500
| +67% | +$23.2K | ﹤0.01% | 616 |
|
|
2020
Q4 | $44K | Hold |
750
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $29K | Buy |
+750
| New | +$29K | ﹤0.01% | 683 |
|