Avantax Advisory Services’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 | $661K | Buy |
25,926
+553
| +2% | +$14.1K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $562K | Buy |
25,373
+1,221
| +5% | +$27.1K | ﹤0.01% | 1431 |
|
|
2024
Q4 | $550K | Buy |
24,152
+724
| +3% | +$16.5K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $660K | Buy |
23,428
+1,584
| +7% | +$44.6K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $541K | Buy |
21,844
+1,119
| +5% | +$27.7K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $481K | Buy |
20,725
+3,048
| +17% | +$70.8K | ﹤0.01% | 1059 |
|
|
2023
Q4 | $465K | Sell |
17,677
-559
| -3% | -$14.7K | ﹤0.01% | 1031 |
|
|
2023
Q3 | $396K | Buy |
18,236
+2,288
| +14% | +$49.7K | ﹤0.01% | 1051 |
|
|
2023
Q2 | $470K | Sell |
15,948
-431
| -3% | -$12.7K | 0.01% | 962 |
|
|
2023
Q1 | $516K | Buy |
16,379
+200
| +1% | +$6.3K | 0.01% | 902 |
|
|
2022
Q4 | $410K | Buy |
16,179
+676
| +4% | +$17.1K | 0.01% | 955 |
|
|
2022
Q3 | $485K | Sell |
15,503
-105
| -0.7% | -$3.29K | 0.01% | 786 |
|
|
2022
Q2 | $543K | Buy |
15,608
+1,175
| +8% | +$40.9K | 0.01% | 750 |
|
|
2022
Q1 | $589K | Buy |
14,433
+817
| +6% | +$33.3K | 0.01% | 730 |
|
|
2021
Q4 | $487K | Buy |
13,616
+599
| +5% | +$21.4K | 0.01% | 770 |
|
|
2021
Q3 | $480K | Buy |
13,017
+1,075
| +9% | +$39.6K | 0.01% | 737 |
|
|
2021
Q2 | $462K | Buy |
+11,942
| New | +$462K | 0.01% | 729 |
|
|
2021
Q1 | – | Sell |
-7,209
| Closed | -$312K | – | 1033 |
|
|
2020
Q4 | $312K | Sell |
7,209
-8,396
| -54% | -$363K | 0.01% | 705 |
|
|
2020
Q3 | $547K | Buy |
15,605
+7,724
| +98% | +$271K | 0.01% | 757 |
|
|
2020
Q2 | $202K | Buy |
+7,881
| New | +$202K | 0.01% | 786 |
|