AllSquare Wealth Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.65K | Hold |
300
| – | – | ﹤0.01% | 401 |
|
2025
Q1 | $6.65K | Hold |
300
| – | – | ﹤0.01% | 411 |
|
2024
Q4 | $6.84K | Hold |
300
| – | – | ﹤0.01% | 413 |
|
2024
Q3 | $8.45K | Hold |
300
| – | – | ﹤0.01% | 396 |
|
2024
Q2 | $7.43K | Hold |
300
| – | – | ﹤0.01% | 399 |
|
2024
Q1 | $6.97K | Hold |
300
| – | – | ﹤0.01% | 403 |
|
2023
Q4 | $7.88K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
2023
Q3 | $6.52K | Hold |
300
| – | – | ﹤0.01% | 403 |
|
2023
Q2 | $9.22K | Hold |
300
| – | – | 0.01% | 385 |
|
2023
Q1 | $9.45K | Hold |
300
| – | – | 0.01% | 379 |
|
2022
Q4 | $7.6K | Hold |
300
| – | – | 0.01% | 385 |
|
2022
Q3 | $9K | Hold |
300
| – | – | 0.01% | 363 |
|
2022
Q2 | $10K | Hold |
300
| – | – | 0.01% | 364 |
|
2022
Q1 | $12K | Hold |
300
| – | – | 0.01% | 361 |
|
2021
Q4 | $11K | Hold |
300
| – | – | 0.01% | 374 |
|
2021
Q3 | $11K | Hold |
300
| – | – | 0.01% | 358 |
|
2021
Q2 | $12K | Hold |
300
| – | – | 0.01% | 367 |
|
2021
Q1 | $13K | Hold |
300
| – | – | 0.01% | 356 |
|
2020
Q4 | $13K | Hold |
300
| – | – | 0.01% | 327 |
|
2020
Q3 | $11K | Sell |
300
-75
| -20% | -$2.75K | 0.01% | 322 |
|
2020
Q2 | $10K | Buy |
+375
| New | +$10K | 0.01% | 331 |
|