WR Wealth Planners’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 |
-9
| Closed | -$223 | – | 1147 |
|
|
2024
Q2 | $223 | Hold |
9
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q1 | $209 | Buy |
+9
| New | +$209 | ﹤0.01% | 1130 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$196 | – | 243 |
|
|
2023
Q3 | $196 | Hold |
9
| – | – | ﹤0.01% | 880 |
|
|
2023
Q2 | $265 | Hold |
9
| – | – | ﹤0.01% | 862 |
|
|
2023
Q1 | $284 | Hold |
9
| – | – | ﹤0.01% | 876 |
|
|
2022
Q4 | $228 | Hold |
9
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $282 | Hold |
9
| – | – | ﹤0.01% | 466 |
|
|
2022
Q2 | $313 | Hold |
9
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $370 | Buy |
+9
| New | +$370 | ﹤0.01% | 485 |
|