Avantax Advisory Services’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
40,764
-244
| -0.6% | -$8K | 0.01% | 996 |
|
|
2025
Q1 | $1.14M | Sell |
41,008
-1,411
| -3% | -$39.4K | 0.01% | 1018 |
|
|
2024
Q4 | $1.17M | Buy |
42,419
+3,933
| +10% | +$109K | 0.01% | 965 |
|
|
2024
Q3 | $1.26M | Buy |
38,486
+6,556
| +21% | +$214K | 0.01% | 914 |
|
|
2024
Q2 | $906K | Buy |
31,930
+3,088
| +11% | +$87.6K | 0.01% | 1039 |
|
|
2024
Q1 | $709K | Sell |
28,842
-1,298
| -4% | -$31.9K | 0.01% | 889 |
|
|
2023
Q4 | $868K | Buy |
30,140
+3,717
| +14% | +$107K | 0.01% | 768 |
|
|
2023
Q3 | $633K | Sell |
26,423
-1,091
| -4% | -$26.1K | 0.01% | 851 |
|
|
2023
Q2 | $867K | Sell |
27,514
-481
| -2% | -$15.2K | 0.01% | 732 |
|
|
2023
Q1 | $978K | Sell |
27,995
-685
| -2% | -$23.9K | 0.01% | 674 |
|
|
2022
Q4 | $790K | Buy |
28,680
+2,182
| +8% | +$60.1K | 0.01% | 708 |
|
|
2022
Q3 | $866K | Buy |
26,498
+999
| +4% | +$32.6K | 0.01% | 603 |
|
|
2022
Q2 | $908K | Buy |
25,499
+4,433
| +21% | +$158K | 0.01% | 580 |
|
|
2022
Q1 | $929K | Buy |
21,066
+5,553
| +36% | +$245K | 0.01% | 560 |
|
|
2021
Q4 | $571K | Buy |
15,513
+2,825
| +22% | +$104K | 0.01% | 717 |
|
|
2021
Q3 | $500K | Buy |
12,688
+1,991
| +19% | +$78.5K | 0.01% | 725 |
|
|
2021
Q2 | $446K | Buy |
+10,697
| New | +$446K | 0.01% | 745 |
|