Allworth Financial’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Buy |
513
+13
| +3% | +$426 | ﹤0.01% | 2618 |
|
|
2025
Q1 | $13.9K | Sell |
500
-171
| -25% | -$4.76K | ﹤0.01% | 2273 |
|
|
2024
Q4 | $16.5K | Buy |
671
+150
| +29% | +$3.69K | ﹤0.01% | 2202 |
|
|
2024
Q3 | $17K | Buy |
521
+73
| +16% | +$2.38K | ﹤0.01% | 2013 |
|
|
2024
Q2 | $12.6K | Hold |
448
| – | – | ﹤0.01% | 2128 |
|
|
2024
Q1 | $11K | Buy |
+448
| New | +$11K | ﹤0.01% | 2068 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$95 | – | 3445 |
|
|
2023
Q2 | $95 | Hold |
3
| – | – | ﹤0.01% | 3175 |
|
|
2023
Q1 | $105 | Hold |
3
| – | – | ﹤0.01% | 3095 |
|
|
2022
Q4 | $83 | Hold |
3
| – | – | ﹤0.01% | 2929 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2662 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$1K | – | 2116 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1786 |
|