Arete Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,375
| Closed | -$380K | – | 719 |
|
|
2024
Q2 | $380K | Buy |
13,375
+2,631
| +24% | +$74.8K | 0.03% | 459 |
|
|
2024
Q1 | $264K | Buy |
+10,744
| New | +$264K | 0.02% | 355 |
|
|
2023
Q3 | – | Sell |
-6,733
| Closed | -$212K | – | 524 |
|
|
2023
Q2 | $212K | Buy |
6,733
+1
| +0% | +$31 | 0.02% | 580 |
|
|
2023
Q1 | $235K | Buy |
+6,732
| New | +$235K | 0.02% | 538 |
|
|
2022
Q3 | – | Sell |
-27,842
| Closed | -$597K | – | 582 |
|
|
2022
Q2 | $597K | Buy |
27,842
+22,406
| +412% | +$480K | 0.06% | 210 |
|
|
2022
Q1 | $238K | Buy |
+5,436
| New | +$238K | 0.02% | 439 |
|