Caldwell Sutter Capital’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 | $16.3K | Hold |
637
| – | – | 0.01% | 487 |
|
|
2025
Q1 | $14.1K | Hold |
637
| – | – | 0.01% | 505 |
|
|
2024
Q4 | $14.5K | Hold |
637
| – | – | 0.01% | 513 |
|
|
2024
Q3 | $18K | Hold |
637
| – | – | 0.01% | 497 |
|
|
2024
Q2 | $15.8K | Hold |
637
| – | – | 0.01% | 509 |
|
|
2024
Q1 | $14.8K | Sell |
637
-9
| -1% | -$209 | 0.01% | 503 |
|
|
2023
Q4 | $17K | Sell |
646
-345
| -35% | -$9.07K | 0.01% | 489 |
|
|
2023
Q3 | $21.5K | Buy |
991
+100
| +11% | +$2.17K | 0.01% | 433 |
|
|
2023
Q2 | $26.3K | Buy |
891
+45
| +5% | +$1.33K | 0.01% | 410 |
|
|
2023
Q1 | $26.7K | Buy |
846
+209
| +33% | +$6.59K | 0.02% | 310 |
|
|
2022
Q4 | $16.1K | Buy |
+637
| New | +$16.1K | 0.01% | 234 |
|