Adalta Capital Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $674K | Hold |
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|
2024
Q2 | $592K | Hold |
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|
2024
Q1 | $555K | Sell |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $708K | Hold |
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|
2023
Q1 | $757K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $752K | Hold |
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|
2022
Q2 | $836K | Hold |
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|
2022
Q1 | $986K | Hold |
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|
2021
Q4 | $859K | Hold |
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|
2021
Q3 | $886K | Sell |
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|
2021
Q2 | $930K | Sell |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $919K | Sell |
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|
2020
Q2 | $848K | Hold |
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|
2020
Q1 | $752K | Sell |
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|
2019
Q4 | $863K | Sell |
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|
2019
Q3 | $874K | Buy |
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|
2019
Q2 | $640K | Buy |
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|
2019
Q1 | $549K | Buy |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $649K | Buy |
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|
2018
Q2 | $640K | Buy |
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