American Trust Investment Advisors’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 | $340K | Hold |
13,325
| – | – | 0.17% | 62 |
|
|
2025
Q1 | $295K | Hold |
13,325
| – | – | 0.12% | 92 |
|
|
2024
Q4 | $304K | Hold |
13,325
| – | – | 0.12% | 95 |
|
|
2024
Q3 | $375K | Sell |
13,325
-955
| -7% | -$26.9K | 0.15% | 89 |
|
|
2024
Q2 | $354K | Hold |
14,280
| – | – | 0.17% | 68 |
|
|
2024
Q1 | $332K | Hold |
14,280
| – | – | 0.16% | 70 |
|
|
2023
Q4 | $375K | Buy |
+14,280
| New | +$375K | 0.2% | 62 |
|