Bell Investment Advisors’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 | $6.66K | Buy |
203
+63
| +45% | +$2.07K | ﹤0.01% | 848 |
|
|
2025
Q1 | $3.91K | Hold |
140
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q4 | $3.87K | Hold |
140
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q3 | $4.57K | Hold |
140
| – | – | ﹤0.01% | 978 |
|
|
2024
Q2 | $3.97K | Sell |
140
-76
| -35% | -$2.16K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $5.31K | Sell |
216
-9
| -4% | -$221 | ﹤0.01% | 882 |
|
|
2023
Q4 | $6.48K | Buy |
225
+22
| +11% | +$633 | ﹤0.01% | 740 |
|
|
2023
Q3 | $4.86K | Sell |
203
-134
| -40% | -$3.21K | ﹤0.01% | 818 |
|
|
2023
Q2 | $10.6K | Buy |
337
+91
| +37% | +$2.87K | ﹤0.01% | 493 |
|
|
2023
Q1 | $8.6K | Sell |
246
-119
| -33% | -$4.16K | ﹤0.01% | 539 |
|
|
2022
Q4 | $10.1K | Buy |
365
+62
| +20% | +$1.71K | ﹤0.01% | 485 |
|
|
2022
Q3 | $10K | Buy |
303
+44
| +17% | +$1.45K | ﹤0.01% | 409 |
|
|
2022
Q2 | $9K | Buy |
+259
| New | +$9K | ﹤0.01% | 448 |
|
|
2021
Q4 | $8K | Sell |
230
-90
| -28% | -$3.13K | ﹤0.01% | 543 |
|
|
2021
Q3 | $12K | Buy |
+320
| New | +$12K | ﹤0.01% | 402 |
|