YorkBridge Wealth Partners’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-450
| Closed | -$8K | – | 217 |
|
|
2019
Q2 | $8K | Buy |
450
+37
| +9% | +$658 | ﹤0.01% | 602 |
|
|
2019
Q1 | $7K | Hold |
413
| – | – | ﹤0.01% | 624 |
|
|
2018
Q4 | $6K | Buy |
413
+38
| +10% | +$552 | ﹤0.01% | 611 |
|
|
2018
Q3 | $6K | Buy |
375
+18
| +5% | +$288 | ﹤0.01% | 640 |
|
|
2018
Q2 | $6K | Hold |
357
| – | – | ﹤0.01% | 670 |
|
|
2018
Q1 | $6K | Hold |
357
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $6K | Buy |
+357
| New | +$6K | ﹤0.01% | 681 |
|