Arkadios Wealth 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 | $1.52M | Sell |
59,581
-1,009
| -2% | -$25.7K | 0.04% | 418 |
|
|
2025
Q1 | $1.34M | Buy |
60,590
+8,191
| +16% | +$182K | 0.05% | 378 |
|
|
2024
Q4 | $1.19M | Buy |
52,399
+42,737
| +442% | +$974K | 0.07% | 293 |
|
|
2024
Q3 | $272K | Buy |
+9,662
| New | +$272K | 0.02% | 740 |
|
|
2021
Q4 | – | Sell |
-215
| Closed | -$7K | – | 686 |
|
|
2021
Q3 | $7K | Buy |
215
+2
| +0.9% | +$65 | ﹤0.01% | 1517 |
|
|
2021
Q2 | $8K | Buy |
213
+113
| +113% | +$4.24K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1400 |
|