Avantax Advisory Services’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
|
|||||
|
2025
Q1 | $562K | Buy |
|
|||||
|
2024
Q4 | $550K | Buy |
|
|||||
|
2024
Q3 | $660K | Buy |
|
|||||
|
2024
Q2 | $541K | Buy |
|
|||||
|
2024
Q1 | $481K | Buy |
|
|||||
|
2023
Q4 | $465K | Sell |
|
|||||
|
2023
Q3 | $396K | Buy |
|
|||||
|
2023
Q2 | $470K | Sell |
|
|||||
|
2023
Q1 | $516K | Buy |
|
|||||
|
2022
Q4 | $410K | Buy |
|
|||||
|
2022
Q3 | $485K | Sell |
|
|||||
|
2022
Q2 | $543K | Buy |
|
|||||
|
2022
Q1 | $589K | Buy |
|
|||||
|
2021
Q4 | $487K | Buy |
|
|||||
|
2021
Q3 | $480K | Buy |
|
|||||
|
2021
Q2 | $462K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $312K | Sell |
|
|||||
|
2020
Q3 | $547K | Buy |
|
|||||
|
2020
Q2 | $202K | Buy |
|