BRIA
Balanced Rock Investment Advisors’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
13,813
-265
| -2% | -$8.69K | 0.36% | 61 |
|
|
2025
Q1 | $393K | Buy |
14,078
+106
| +0.8% | +$2.96K | 0.31% | 63 |
|
|
2024
Q4 | $386K | Sell |
13,972
-651
| -4% | -$18K | 0.31% | 61 |
|
|
2024
Q3 | $478K | Sell |
14,623
-258
| -2% | -$8.43K | 0.37% | 52 |
|
|
2024
Q2 | $422K | Buy |
14,881
+225
| +2% | +$6.39K | 0.36% | 58 |
|
|
2024
Q1 | $360K | Buy |
+14,656
| New | +$360K | 0.31% | 64 |
|