Apollon 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 | $413K | Buy |
16,202
+1,102
| +7% | +$28.1K | 0.01% | 871 |
|
2025
Q1 | $335K | Buy |
15,100
+34
| +0.2% | +$753 | 0.01% | 917 |
|
2024
Q4 | $343K | Buy |
15,066
+1,067
| +8% | +$24.3K | 0.01% | 892 |
|
2024
Q3 | $394K | Buy |
13,999
+945
| +7% | +$26.6K | 0.01% | 813 |
|
2024
Q2 | $323K | Buy |
13,054
+3,360
| +35% | +$83.2K | 0.01% | 828 |
|
2024
Q1 | $225K | Buy |
9,694
+772
| +9% | +$17.9K | 0.01% | 991 |
|
2023
Q4 | $234K | Buy |
+8,922
| New | +$234K | 0.01% | 937 |
|
2023
Q2 | – | Sell |
-10,675
| Closed | -$336K | – | 946 |
|
2023
Q1 | $336K | Buy |
10,675
+791
| +8% | +$24.9K | 0.02% | 651 |
|
2022
Q4 | $250K | Buy |
9,884
+173
| +2% | +$4.38K | 0.02% | 717 |
|
2022
Q3 | $304K | Buy |
+9,711
| New | +$304K | 0.03% | 592 |
|