Atria Wealth Solutions’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,859
| Closed | -$224K | – | 1950 |
|
|
2024
Q3 | $224K | Buy |
+7,859
| New | +$224K | ﹤0.01% | 1691 |
|
|
2024
Q2 | – | Sell |
-11,784
| Closed | -$274K | – | 1912 |
|
|
2024
Q1 | $274K | Sell |
11,784
-972
| -8% | -$22.6K | ﹤0.01% | 1607 |
|
|
2023
Q4 | $337K | Sell |
12,756
-11,141
| -47% | -$294K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $522K | Buy |
23,897
+60
| +0.3% | +$1.31K | 0.01% | 1106 |
|
|
2023
Q2 | $705K | Buy |
23,837
+67
| +0.3% | +$1.98K | 0.01% | 999 |
|
|
2023
Q1 | $754K | Sell |
23,770
-19,417
| -45% | -$616K | 0.01% | 927 |
|
|
2022
Q4 | $1.1M | Sell |
43,187
-231
| -0.5% | -$5.88K | 0.02% | 701 |
|
|
2022
Q3 | $1.36M | Sell |
43,418
-430
| -1% | -$13.5K | 0.02% | 609 |
|
|
2022
Q2 | $1.53M | Buy |
43,848
+15,463
| +54% | +$540K | 0.03% | 519 |
|
|
2022
Q1 | $1.17M | Buy |
+28,385
| New | +$1.17M | 0.02% | 668 |
|