Beacon Investment Advisors’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 | $303K | Buy |
11,845
+121
| +1% | +$3.1K | 0.13% | 127 |
|
|
2025
Q1 | $260K | Buy |
11,724
+111
| +1% | +$2.46K | 0.12% | 138 |
|
|
2024
Q4 | $265K | Buy |
11,613
+90
| +0.8% | +$2.05K | 0.12% | 135 |
|
|
2024
Q3 | $325K | Buy |
11,523
+102
| +0.9% | +$2.88K | 0.15% | 125 |
|
|
2024
Q2 | $283K | Buy |
11,421
+106
| +0.9% | +$2.63K | 0.14% | 125 |
|
|
2024
Q1 | $263K | Buy |
11,315
+87
| +0.8% | +$2.02K | 0.15% | 113 |
|
|
2023
Q4 | $295K | Buy |
11,228
+126
| +1% | +$3.31K | 0.19% | 106 |
|
|
2023
Q3 | $241K | Buy |
11,102
+88
| +0.8% | +$1.91K | 0.17% | 109 |
|
|
2023
Q2 | $325K | Buy |
11,014
+83
| +0.8% | +$2.45K | 0.22% | 99 |
|
|
2023
Q1 | $344K | Buy |
10,931
+96
| +0.9% | +$3.03K | 0.25% | 97 |
|
|
2022
Q4 | $275K | Buy |
+10,835
| New | +$275K | 0.23% | 102 |
|