Atticus 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 | $11.7K | Hold |
457
| – | – | ﹤0.01% | 465 |
|
|
2025
Q1 | $10.1K | Sell |
457
-600
| -57% | -$13.3K | ﹤0.01% | 380 |
|
|
2024
Q4 | $24.1K | Hold |
1,057
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $29.8K | Hold |
1,057
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $26.2K | Hold |
1,057
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $24.6K | Hold |
1,057
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $27.8K | Hold |
1,057
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $23K | Hold |
1,057
| – | – | 0.01% | 325 |
|
|
2023
Q2 | $31.2K | Hold |
1,057
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $33.3K | Hold |
1,057
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $26.8K | Buy |
+1,057
| New | +$26.8K | 0.01% | 305 |
|
|
2022
Q3 | – | Sell |
-1,057
| Closed | -$37K | – | 571 |
|
|
2022
Q2 | $37K | Hold |
1,057
| – | – | 0.02% | 287 |
|
|
2022
Q1 | $43K | Hold |
1,057
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $38K | Hold |
1,057
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $39K | Hold |
1,057
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $41K | Hold |
1,057
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $45K | Hold |
1,057
| – | – | 0.02% | 219 |
|
|
2020
Q4 | $46K | Sell |
1,057
-1
| -0.1% | -$44 | 0.02% | 216 |
|
|
2020
Q3 | $37K | Buy |
1,058
+486
| +85% | +$17K | 0.02% | 197 |
|
|
2020
Q2 | $15K | Buy |
572
+197
| +53% | +$5.17K | 0.01% | 223 |
|
|
2020
Q1 | $8K | Hold |
375
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $9K | Buy |
+375
| New | +$9K | 0.01% | 253 |
|