Atria Wealth Solutions’s Brookfield Renewable BEPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,626
Closed -$208K 1919
2023
Q3
$208K Sell
8,626
-98
-1% -$2.36K ﹤0.01% 1667
2023
Q2
$276K Sell
8,724
-3
-0% -$95 ﹤0.01% 1495
2023
Q1
$306K Sell
8,727
-1,773
-17% -$62.2K ﹤0.01% 1388
2022
Q4
$290K Sell
10,500
-42
-0.4% -$1.16K ﹤0.01% 1370
2022
Q3
$346K Buy
10,542
+440
+4% +$14.4K 0.01% 1207
2022
Q2
$361K Buy
10,102
+1,990
+25% +$71.1K 0.01% 1100
2022
Q1
$356K Buy
+8,112
New +$356K 0.01% 1238