Bartlett & Co Wealth Management’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 | $13.1K | Buy |
+400
| New | +$13.1K | ﹤0.01% | 885 |
|
|
2025
Q1 | – | Sell |
-1,025
| Closed | -$28.4K | – | 1233 |
|
|
2024
Q4 | $28.4K | Hold |
1,025
| – | – | ﹤0.01% | 754 |
|
|
2024
Q3 | $33.5K | Hold |
1,025
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $29.1K | Hold |
1,025
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $25.2K | Hold |
1,025
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $29.8K | Buy |
+1,025
| New | +$29.8K | ﹤0.01% | 795 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$850 | – | 1109 |
|
|
2022
Q3 | $850 | Sell |
26
-44
| -63% | -$1.44K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $2.49K | Buy |
+70
| New | +$2.49K | ﹤0.01% | 1151 |
|