CAPTRUST Financial Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $510K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $856K | Buy |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $905K | Buy |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $745K | Sell |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $893K | Hold |
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|
2020
Q4 | $905K | Buy |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $603K | Hold |
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|
2020
Q1 | $503K | Buy |
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|
2019
Q4 | $490K | Buy |
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|
2019
Q3 | $389K | Hold |
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|
2019
Q2 | $331K | Hold |
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|
2019
Q1 | $306K | Hold |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $289K | Buy |
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